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To: neolib who wrote (31492)7/30/2019 6:09:24 PM
From: neolibRead Replies (1) | Respond to of 73183
 
Question about console down now more than prior 20% estimate.

Lisa, semicustom expectation was down 20%, 1H was down more, and now think full year down mid 30%, rest of the biz is about where they thought it would be. And THATIC is offset by Samsung 100M

How will data center GPU be going forward. It is lumpy, will see nice YoY growth, more color as they go forward.



To: neolib who wrote (31492)7/30/2019 6:11:57 PM
From: Pravin KamdarRead Replies (1) | Respond to of 73183
 
Feel good about $2.2B in Q4.


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