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To: Vattila who wrote (44981)4/30/2022 9:14:56 PM
From: rzborusaRead Replies (2) | Respond to of 72315
 
PS. Updated with Rzborusa's entry — putting his claim to any upside by being slightly more optimistic than even Kelvin.
Back several Q's ago, I was maybe the most optimistic and won the contest a couple of times running. Comes along Kelvin and was even more optimistic, taking the crown. Now, I have taken up the challenge and have imitated you Kelvin. Be assured imitation is the highest form of praise. I salute you and Dr Su for making the most extravagant estimate, as the record shows, the correct one.

It seems almost impossible to over estimate AMD.



To: Vattila who wrote (44981)5/2/2022 9:38:21 AM
From: gvattyRead Replies (1) | Respond to of 72315
 
1.02, 5.12B, and 5.30B



To: Vattila who wrote (44981)5/2/2022 10:11:16 AM
From: neolibRead Replies (2) | Respond to of 72315
 
0.98, 5.13B, 5.35B.

But the problem is do you think they will split out the "old" AMD sans Xilinx? I don't recall what they have said about how Xilinx will be reported, will it be in its own division, or will bits and pieces be reported under EECS for example, in which case we can't untangle "AMD's" revenue?