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To: slacker711 who wrote (38929)	11/18/2020 4:39:10 PM
From: neolib	Respond to of 72468

Guidance was 4.4B, so its a reasonable beat. Edit: This was prior quarter report guidance for this report, not guidance for the current qtr given now, which is for 4.8B! Sorry for any confusion. So Nvidia beat last qtr on guidance, and is guiding for close to flat in the current qtr.

To: slacker711 who wrote (38929)	11/18/2020 4:43:32 PM
From: neolib	Read Replies (3) \| Respond to of 72468

Guidance at 4.8B is close to flat Q3 -> Q4, so I wonder how that compares to their normal seasonality. AMD was a bigger guide % wise from 2.8 to 3.0 for QoQ, so Nvidia is guiding for lower growth than AMD. Now part of AMD seems to be console spillover into better Q4 than they had normally expected, because they were lagging a bit in Q3. They admitted that. Just trying to understand if AMD is doing better than Nvidia Q4 vs Q3 in the segments they compete in.