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To: Joe NYC who wrote (71777)10/23/2025 8:13:48 PM
From: Doug M.Read Replies (1) | Respond to of 72061
 
<< excluding Altera, QoQ revenue is projected to be flat.>>

Joe NYC, thanks for the updates. But that's Lip Bu's guidance -
and Lip Bu always likes to beat guidance!



To: Joe NYC who wrote (71777)10/23/2025 8:31:59 PM
From: neolibRead Replies (1) | Respond to of 72061
 
Any "color" on why client would be down in Q4? They have raised prices on the 10/7nm stuff, surely revenue would be up even if units down.