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To: neolib who wrote (31482)7/30/2019 5:54:08 PM
From: neolibRead Replies (2) | Respond to of 73169
 
BoA: Traction in Rome question and pricing pressure from Intel:

Very pleased with how Rome is coming up, started shipment last qtr, customers find the product compelling, have a number of wins in Cloud, enterprise, HPC, will launch next week on Aug 7. Pricing environment will be expected to be competitive, price not the major issue in server.

Question about Q2 % of datacenter, Lisa says stayed about the same, GPU declined, CPU grew, going forward the % should increase.