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Ann: H1 FY23 Market Update, page-4

  1. Klogg
    3,575 Posts.
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    04/08/23
    09:17
    Post #: 69151835
    Definitely an outperform, given macro conditions and rate increases (and that the majority of rev growth didn't come from the backlog).

    If they can manage this sort of result when the tide is against them, what happens when macro turns and the PC refresh cycle is on again?
    DDR Price at posting: $8.02 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 19  Upvote
    lightbulb Created with Sketch. 3  Great analysis
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