SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?


To: neolib who wrote (31496)7/30/2019 6:13:14 PM
From: Doug M.Read Replies (2) | Respond to of 73248
 
<<Need 2.2B for Q4. Confidence about that? Yes its significant growth, but they feel good about that number.>>

neolib, thanks - Rome must be in high demand.



To: neolib who wrote (31496)7/30/2019 6:14:00 PM
From: neolibRead Replies (1) | Respond to of 73248
 
100M when? Will be for the year, a little for Q2, rest in Q3 and Q4. Q3 and Q4 about equal.

Opex flat or down in Q4 when revenue grows significantly. Answer, expect opex to be flattish for 2H. In 2020 will look at revenue growth and opex