Lisa: "As Rory said, we expect to grwo the PC business overall, and commercial (servers) will be part of that growth"
Holy #$%$, but PC market is declining. AMD is taking market share like crazy !!!!!!!!
"Seattle sampling already. Lots of customer interest by server vendors. Too early to predict revenues, but interest is VERY high" (my explanation: this is the new 64bit ARM - I don't think anyone else has this - its like when AMD invented the 64bit X86, and own the patents on this !!!)
I'm listening to the conference also, and they are guiding safely lower again.
They will beat next earnings once again. The 3% revenue increase is the low.
They're still guiding too low on PC sales, the PC isn't as bad as what they bake in.
...in PC market.
Now they said "we're positioned to grow into the next quarters"
Now an analyst asked: You shipped 20 million console chips, how can the consoles sell so many ? What is your inventory ?
Lisa answered: NO INVENTORY BUILDUP ! Consoles selling through NICELY !