It seems AMD CEO Dr. Lisa Su accidentally revealed the launch date of Microsoft's Windows 10 operating system. During last week's earnings call, she mentioned Windows 10 is coming by late July:
Harlan Sur - J.P. Morgan
Hi, good afternoon. Thanks for taking my question. As it relates to the Q2 guidance for revenues to be down about 3% sequentially, can you just kind of help us understand directionally on the relative decline of your two segments, computing and graphics versus your enterprise embedded and semicustom segments? You know, on one hand you're -- it seems like you'd be ramping Carrizo, and I would assume you're already starting to ramp your semicustom chipsets ahead of the console build, but yet on the other hand it still seems like you're burning through some channel inventory. So, lots of moving pieces. Any help from you guys would be great.
Lisa Su - President and CEO
Yes, sure, Harlan. So our second quarter guidance, we would expect that the semicustom units will be up compared to the first quarter. I would say modestly up. Relative to the computing and graphics business, I think we will complete the burn-off of our channel inventory in Q2 based on the current pace that we see. And then on the ramp-up of Carrizo, we will start shipping -- we started shipping actually in Q1 a small volume of units. We'll increase that as we go to Q2.
What we also are factoring in is, you know, with the Windows 10 launch at the end of July, we are watching sort of the impact of that on the back-to-school season, and expect that it might have a bit of a delay to the normal back-to-school season inventory build-up.