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To: neolib who wrote (31486)7/30/2019 5:59:57 PM
From: neolibRead Replies (1) | Respond to of 73170
 
PC momentum in 2H and DT vs notebook:

Think DT is well positioned with good ramp in Q3 and sharegain.

Mobile is making commercial gains and consumer gains, so think good share gain in 2H

GM differential by products. >50% GMs on 7nm new products.



To: neolib who wrote (31486)7/30/2019 6:01:44 PM
From: Pravin KamdarRespond to of 73170
 
Lisa says not 7 nm constrained, but cycle time are longer (so, yes, 7 nm constrained). As my market sales data confirms.


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