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To: Vattila who wrote (45576)8/2/2022 2:51:59 AM
From: Joe NYCRead Replies (1) | Respond to of 72232
 
Just posted, 3 posts down.

My justification: AMD will catch quite bit of that client downturn, but more than makes up most of it in datacenter (including Xilinx, which has backlogs too).

Guidance - I think Lisa is going to be super conservative this time around, with so much uncertainty out there, from geopolitical, economic downturn and inventory worries.

Thanks again for running the contest.



To: Vattila who wrote (45576)8/2/2022 11:10:24 AM
From: fastpathguruRead Replies (3) | Respond to of 72232
 
Oh what the heck

1.35 7.10 7.75 :)

fpg


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