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To: neolib who wrote (50841)	8/1/2023 1:45:32 PM
From: Pravin Kamdar	Respond to of 72218

I fear this quarters numbers. But, I hope it is more about the guidance. Bergamo and GenoaX should help Q3, but they need to make a positive statement about 2H. 1H 2024 should be good, but they will decline to say anything about it -- other than MI300 ramping going into next year. You roll the dice, you take your chances! Pravin

To: neolib who wrote (50841)	8/1/2023 2:02:13 PM
From: Joe NYC	Read Replies (2) \| Respond to of 72218

The way AMD has been running the Client and dGPU business last 4 quarters, we would be talking AMD bankruptcy, if these were the only segments. Server and Xilinx have compensated for the Client train wreck, but we don't know if server has began to pick up this Q (probably not much) and Xilinx backlog is probably done, so possibly down revenue in Xilinx segment. I wish somebody would ask Lisa how the mismanagement of the Client business was allowed to take place. It's as if AMD rolled over and played dead when Intel went about with their usual underhanded business practices, let Intel get away with it.