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are you able to give any color on the performance by geography and why it is perhaps, more disparate
how do you think that tariffs and now the elevated commodity costs have affected the expected trajectory towards the 50%
would you mind talking about the customer and market reception to the pricing actions that you've taken whether or not it's different between consumer and commercial
could you add more color and characterize PC demand across the different segments like consumer, SMB, and large enterprise
how do you think about the PC industry growth rate for this year? Some external parties are saying maybe 4% to 5%
Can you describe the tenor of the customer conversations they're having as it pertains to OpEx versus CapEx spending, especially given this uncertain macro environment?
can you provide any color on product momentum following your significant validation, like NVIDIA SuperPOD that you did just earlier in March?
would you be able to provide any additional color on yields and reliability, and as a result, are there any implications
Given the price differential currently between hard disk drive and flash, would you attribute the strength in HDD demand
could you provide any color or additional color on yields and reliability
can you talk more about any progress or the progress from your Rochester test and integration site how you're leveraging perhaps those efforts to accelerate maybe in the existing customer transitions