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To: eracer who wrote (165182)7/13/2005 8:53:37 PM
From: dougSF30Respond to of 275872
 
Perhaps somewhat slim, but not impossible. Two quarters of 14% Q/Q growth results in ~30% growth for Q4/Q2.

And if you like, take that as 6.8% Q/Q growth in both units and ASPs in each of Q3 and Q4.



To: eracer who wrote (165182)7/13/2005 9:37:57 PM
From: niceguy767Respond to of 275872
 
Fair enough. I like that huge increase in server revenue in Q2. If indicative of server growth in Q3 and Q4, then $1B in Q4 is doable.

Too early to get an accurate read on just how positive that CPG revenue slope is yet but with those 70 Turion wins, dual cores, blades and X2's coming on stream, I remain very optimistic about the prospects for $1B CPG rev's in Q4.


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