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Kosmo

01/14/14 5:45 PM

#90164 RE: HowHi #90163

I agree, though I think we need 10 cents (4 above consensus) and an upbeat Q1 outlook to gap up. I think we'll have both. Remaining short through this earnings release is much more of a gamble than it was the past 2 quarters. We'll have hard numbers and tons of catalysts for Q1 - consoles, Mac Pro, Kaveri, Hawaii GPUs. Who knows, maybe we'll get some SeaMicro-related surprises to ice the cake.