Ian King

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Yeah, I mean, the numbers speak for themselves, right?

We're looking for a prediction in the $60 billion range for revenue.

And just to give that context, that's 10x where we were three years ago, 10x.

On profit for this year, we're going to be looking at $100 billion of net income.

That's more than Intel and AMD get in revenue combined.

So the numbers have come off the charts.

The key here is...

We all know the numbers are going to be good.

We know the forecast is going to be good.

But the key is, well, do we really believe the basis for those numbers?

And that's going to be the key question he's going to face.

No, you're absolutely right.

He's essentially played all his cards in that respect.

What's going to happen will be that the investment community are getting their first chance to sort of pull that apart, to ask him about the details, to ask him about the new products, to ask about the margins, to ask about when exactly these sales will kick in.

And they haven't really had that chance, so that's what they'll dig into today.

And his response is how precise he is will condition how they feel.

Absolutely not.