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To: neolib who wrote (46785)	11/1/2022 1:57:23 PM
From: Vattila	Read Replies (2) \| Respond to of 72355

> EPS should be 0.80 on the nose non-GAAP. [...] from the numbers they provided [...] ((5.6B x 0.5) - 1.5B)/1.63B = 0.798 or 80cents. Thanks, you are showing good understanding of the numbers, as always! It seems analyst estimates includes the known charges from the preannouncement, so their numbers may not be as non-GAAP as they usually are — in which case, my guess ($0.50), arbitrarily based on the whisper number, may be unintentionally closer to the GAAP number than the intended non-GAAP number. But perhaps Devinder reshuffles as much costs as possible into Q3 to lighten up Q4. Then maybe I'll have a winning chance. Then again that would adversely affect their nice smooth progress on the gross and operating margins, creating some ugly bumps to those graphs. Anyway, I hope they have a better outlook than yours! Roadmap execution is still pretty stellar! Good luck to all!