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To: Vattila who wrote (35469)	3/4/2020 4:00:22 PM
From: neolib	Read Replies (1) \| Respond to of 73917

I'm trying to recall how well received the financial analyst day was last year. Do they really reveal much technical info at these events? Pravin linked a reddit thread talking about MS showing up, but I'm not sure such things happen as these events.

To: Vattila who wrote (35469)	3/4/2020 4:04:05 PM
From: neolib	Read Replies (1) \| Respond to of 73917

I worry a bit that this SC win is pumping things a bit prior to tomorrow. There is plenty of hints that AMD might have to take a hit over CV for the qtr. If they don't that will be a very good sign of strength IMHO. I think there is some hope that stronger Epyc might be powering through the CV-19 PC side problems. Certainly another exascale HPC win lends credence to AMD in data center hearts and minds. Its an indication the roadmap must be pretty good through the next two generations. That could translate into nearer terms sales gains. I do expect AMD to comment on the 10% server goal.