I'll put Intel at $8.9B and AMD at $1.4B, though. As for forecasts, AMD may guide flat to down, since Q2 is seasonally down. Intel will guide $8.5-8.9B.
Just to be crystal clear, you are saying for guidance:
AMD will be "flat to down" (not "slightly down")
INTC will have a midpoint of $8.7B (you are not expressing a "range of midpoints" which would be a bit of a cop-out)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.