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To: Vattila who wrote (44994)5/3/2022 12:21:17 AM
From: Joe NYCRespond to of 72278
 
My more flattish outlook is based on combination of client slowing down and possible supply issues in fast growing areas. So a lot of logistical issues in optimizing for max profitability (including making sure Xilinx gets all the capacity it needs).

I think AMD growth with accelerate in H2, with growing capacity and technological leadership.



To: Vattila who wrote (44994)5/3/2022 9:35:44 AM
From: Pravin KamdarRead Replies (1) | Respond to of 72278
 
0.90, 5.2B, 5.2B


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