Pat, grow, and grow share (he almost laughs)
Curtis, Barkleys: Margins going down as Seven ramps, wtf??
Pat , Federal impact was one time. Comfident about node compression.. large catagories all building on each other ....confident ..... segment reporting in future
Piere ? GMs, laughter ...... market share, holding and why ....
Expect gains in MS. Capacity , enable ms gains, alder L pricing leader .... Small in growing markets, but great investments.
Ramsey Coehn: Saphire Q1 , Cloud down?? China ... Pat; ramp q2, Dc cloud, exposure to china, whole story. Also, periferal ics, Matched sets ...bla bla |