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To: Vattila who wrote (49695)5/1/2023 3:57:57 PM
From: Joe NYCRead Replies (1) | Respond to of 72231
 
Good idea about adding Bing Chat entry.

BTW, I am pessimistic on client in Q3, mainly because of inventories, and expect that to be behind us in Q2. "Normal" inventory levels and, so selling in = sell through in Q2. Also, some new products in notebook area kicking in, and also some of the desktop V-Cache products being sold at higher values (and higher ASPs) all starting to kick in in Q2.

Datacenter - hopefully steady, with some growth in Q2 after probably flattish Q1.



To: Vattila who wrote (49695)5/1/2023 10:15:46 PM
From: neolibRead Replies (1) | Respond to of 72231
 
0.62, 5.55, 5.75