It's funny that people are surprised by this quarter and the forecast.
AMD told us at the beginning of the year that the full year guidance would be 25% better than 2017.
This puts it a little below that.
Another thing to remember is that they have changed reporting standard, so they book revenue earlier than before. The effect of this:
The usually strong Q3 will instead impact Q2 so Q2 and Q3 are more in line with each other. And Q4 will be impacted by the prevously weak Q1.
I guess that Q1 guidance will be pretty solid, as that will get a little bit impacted ny the usually stronger Q2.
AMD told us at the beginning of the year that the full year guidance would be 25% better than 2017.
This puts it a little below that.
Another thing to remember is that they have changed reporting standard, so they book revenue earlier than before. The effect of this:
The usually strong Q3 will instead impact Q2 so Q2 and Q3 are more in line with each other. And Q4 will be impacted by the prevously weak Q1.
I guess that Q1 guidance will be pretty solid, as that will get a little bit impacted ny the usually stronger Q2.