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To: Vattila who wrote (46788)	11/1/2022 2:13:46 PM
From: Joe NYC	Respond to of 72355

I wonder if AMD will refer to in any way, that its main thrust in client depends on DDR5, and if that has been a head wind... Maybe I should look into some of the memory makers, about their outlook for DDR4 -> DDR5 transition.

To: Vattila who wrote (46788)	11/1/2022 2:21:11 PM
From: neolib	Respond to of 72355

Yeah, I just don't understand why Zacks and everyone else are so low when they provided the exact numbers used to compute that value. What it says is that no one believes the numbers, and instead thinks they will manipulate things (as you say, for the benefit of Q4?) vs the preliminary numbers. The paragraph I quoted tends to make one think in that direction, but I would find it very odd if they come in worse by important metrics like revenue, gm, op-ex, etc when they just gave them too us on Oct 6 in a warning. So I think we should believe the numbers they gave, which means we should all have non-GAAP EPS at 80! Yet we are all below! If anything, I would think they would have sandbagged just a bit, hence my revenue is 20M higher than the warning at 5.62 vs 5.6B. I can see little wiggles like that, but I would think the wiggles should be slightly positive vs the warning numbers, not the other way around. Note in your contest, the revenue numbers from all of us do point to a slight beat over the warning, but the EPS is all down. Guidance is the wildcard, and it will be mostly guidance that determines the market reaction. My biggest fear is console. If they say it has started to contract unexpectedly, that will be a huge ouch... I don't see how client compute & gaming graphics can both be under huge pressure, while console remains immune. How could that be?