AK, re: I doubt it[unless the analysts actually dare to start asking questions in the CC Q&A]. For example, up until recently we had no confirmation from intel about the profitability of flash.>
but, But...
From Contest web site.
seekingalpha.com
Michael Masdea - Credit Suisse
I guess what’s interesting is the last few quarters we’ve seen your competitor seemed to outgrow you but market share loss hasn’t been something in your vocabulary. Is there some math that we’re doing wrong? What gives you the confidence that there’s not more share loss going on, that we’ve seen the last few quarters and it’s not going to continue?
.
.
Does that imply that your ASPs were down in the ballpark of 5% to 8%, somewhere in that range? It seems like their unit market share wasn’t down quite as much. Their units weren’t down as much as yours were.
.
.
I’ll work on the math. The other question is on that second-half ramp, the math I’m getting is a little bit different, too. It looks like you have almost about $1.2 billion to make up in the second half and it sounds like you’re saying $300 million or $400 million is more the right ballpark in terms of revenue. When you start to think about the delta of seasonality versus what you need to do, is that the right ballpark or am I missing something?
.
.
And, for me, *The Question*.
John Lau - Jefferies
Great. Following along the lines of the pricing question, there has been a lot of concern on the pricing action and you did mention that the blended price, didn’t go down that much, which means you did a very good job in terms of offsetting that with the high end. As you look into Q2, what are your expectations with regards to that blend again, given that you were quite aggressive in the low end? Thank you.
Andy Bryant
As I’ve slowly, a piece at a time, given the gross margin reconciliation, about half of the decline in Q1 and Q2 is because of revenue drop. The next biggest element was unit cost for microprocessors, the dual-core ramp. The next one would be an ASP decline. So I do expect again a modest decline. But recognize it’s not a big number. It’s again, it’s relatively modest.
Two not so easy questions.
-tgp |
