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To: Pravin Kamdar who wrote (63109)	1/31/2025 6:30:08 PM
From: Joe NYC	Respond to of 72151

I was curious about the current quarter, you have just $100m above the midpoint of the guidance. MLID has been talking (since November) about some extra buying going on to beat the tariffs. I was a little skeptical of that MLID claim until Intel said they got some upside from it in Q4. Intel Q1 guidance is low, claiming the reverse effect, which would then also apply to AMD - maybe. Then, if there are no tariffs in Q1, what happens? Is Q1 still going to be up anticipating tariffs in Q2?