This is the first quarter where contra revenue and the Apple modem win (if you call a loss making deal a win) are finally flushed out of the system.
Next quarter Intel are forecasting yoy declines in revenue.
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GF will pilot 7nm as will TSMC and Samsung talk about getting kicked in the nuts as PTD fails on 10nm
Below par quarters became 'growth' quarters because year ago quarters were disastrous. That phenomenon stops with Q4. Clothes will be off.
Modems sold at a loss, x86 10nm ramp must hit the books as cost, billions spent on stupid initiatives will be exposed as the second great ACT opens.
So are you ready with your life vest or life boat? SS saw it and is outta there!
Time Will Tell...