Last quote by Toshiya Hari
If AMD were to gain meaningful traction with its new products (e.g. Ryzen CPU, Naples CPU, Vega GPU) in 2017, we believe Intel and Nvidia would be likely to fight back in late-2017 and/or 2018 in the form of pricing concessions.feedback
Apr 06 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Toshiya Hari is associated, including story and machine. Most recently, Toshiya Hari has been quoted saying: “We still see material upside to Street estimates.” in the article Buy Nvidia shares on the dip because its 'secular growth story' is still intact, Goldman Sachs says. Some other articles where Toshiya Hari has been quoted include Goldman downgrades Apple supplier Skyworks on competitive threat from Broadcom.
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Quotes by Toshiya Hari
Feb 27 2017
We still see material upside to Street estimates.feedback
Jan 12 2017
We downgrade SWKS ... While we remain constructive on the mobile RF [radio frequency] segment, we believe AVGO [Broadcom], with its differentiated FBAR filter technology, is likely to capture the majority of the delta (as was the case in CY2016), leaving limited incremental content growth ... for others over the next several years.feedback
Dec 20 2016
We continue to view NVDA as a unique growth story in semis, levered to positive secular trends in gaming, VR (virtual reality), AI (artificial intelligence)/ML (machine learning) and automotive.feedback
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