Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco)

February 6th, 2020  •  24 mins 8 secs  •  Download (42.7 MB)  •  Link with Timestamp

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It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.