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Kumar notes that Intel pointed to weakness in the low-end of the PC market whereas the high-end PC market fared better. Chips for high-end PCs are an area of strength for AMD. Kumar thinks that’s good news for the company, which reports quarterly results on Tuesday.
“We continue to believe AMD is well positioned to continue to take share from Intel in both PCs and servers,” Kumar wrote. “In our eyes, Intel’s hiccups continue to leave AMD in a better position competitively, as it will take multiple years for Intel to catch up.”
Just returned from my local Staples, and 100% of notebooks + DT PCs on display are Intel based. They must have some contra-revenue going between Santa Clara and Staples is all I can think of. The lowest priced notebook was $299 and the highest was $799.
True dat. But, the path to China supremacy goes through so many place that have been supportive of Taiwan and TSMC that are deep and wide. Dictators lie to themselves and reach the conclusion that they are the only one that can lead the peoples to the promised land. Or, they are just desperately clinging to power and use that argument.