Here's the money shot:
Data Center volume up 29% (plus 5% ASP)The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations.
The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximately
twelve months behind the company's internal target.
Notebook up 9%
Desktop down 14% - not as bad as I had thought
Q3 guidance bad - revenue of 18.2b vs 19.2b in 2019