…no one understands. Fer instance:
"I guess I'm curious within your design win base, how many designs are in the pipeline when you're winning sockets? Why you're winning when you're losing? Maybe as importantly, why you're losing?"
– – –
"We're seeing seasonality."
– – –
"In terms of the outlook for inventory, did you just say that you expect it to be flat? Or up? Or slightly down. Or?"
– – –
"When does Fermi sort of permeate the entire price stack?"
– – -
"You guys have guided now seasonal. Has there been any change, regionally speaking, with demand? Any impact maybe Europe? Or any impact with memory pricing that has led you guys to back off a little bit and guide seasonal for Q2?"
– – –
"Q2 is Q2."
– – -
You can read it all at Seeking Alpha.
