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To: Vattila who wrote (41734)7/4/2021 9:02:17 PM
From: neolibRespond to of 72217
 
I've got to scratch my head a bit more. The one thing of interest and there has been little discussion is the miners. Things have cooled there significantly. Is server going to make up for it on guidance for Q3?

IIRC, it was a Q3 shocker on miners that happened last time. Lisa and Jensen both blindsided by a market they claimed to understand well, until oops, they didn't.



To: Vattila who wrote (41734)7/16/2021 9:38:36 PM
From: Joe NYCRead Replies (1) | Respond to of 72217
 
Q2 earnings: 0.61
Q2 revenue: 3.86
Q3 estimate 4.25