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To: Pravin Kamdar who wrote (47923)1/31/2023 7:05:42 PM
From: Joe NYCRespond to of 72201
 
As I posted earlier, I was hoping that EPS would be the tie breaker between us for the last place, and I am happy that the results were quite a bit better, earning us the last 2 places.



To: Pravin Kamdar who wrote (47923)1/31/2023 7:19:59 PM
From: VattilaRead Replies (1) | Respond to of 72201
 
> I think special mention should be given to Neo for predicting a fall in revenue going into Q1.

Good point, I didn't see that he was the only one with Q1 lower than Q4. As he predicted, AMD's outlook didn't go unscathed, considering the misery that Intel's poor results signalled. Good intuition, Neolib!

That said, I note that flat is within the forecasted range, so I'm still hopeful that some EPYC snowballing may provide upside surprise. :-)