Steve, CC mostly upbeat so far.
Actually, Andy B. started off sounding a little defensive in saying that the 3Q numbers came in as predicted by Intel. But they were.
Sounds to me like 4Q has the makings of being a blowout (yeah, yeah, wait 'til next year, I mean quarter).
3Q GMs down just 0.7% (were expected to be up, when I heard down, I thought maybe much worse than 0.7%). Expect GM about +2% sequentially for 4Q.
0.18 on schedule, ASPs 4Q should firm, costs of 0.18 less than 0.25 (more die per wafer, etc,). Faster chips, etc.
Question about whether 4Q would be +13% over 3Q as historical, Andy didn't answer, only implying 4Q should be significantly higher.
Overall to 3:08 pm, quite positive.
That's all I can report.
Tony
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