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To: Vattila who wrote (55008)4/26/2024 1:27:39 PM
From: Joe NYCRead Replies (1) | Respond to of 72167
 
The segments moving in huge swings would be quite challenging if the company had only one of the segments. The segments being offset from one another is cushioning the blow of decline of one or another.

Now we have gaming and embedded contracting. Apparently, Microsoft just reported -37% negative growth on hardware, so it is going to continue.

But unless this Banana Republic slips on a Banana peal later this year, these 2 segments should move up from their lows. PlayStation Pro in Q4 should help gaming, and Intel is forecasting back to "normal" for FPGA.