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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 237.62

-7.2%

Nov 6 3:59 PM EST

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To: Vattila who wrote (53440)	2/1/2024 12:38:15 PM
From: neolib	Read Replies (1) of 72165

One very interesting thing in the client space is that the Windows/ARM is going to have a renewed assault this year in earnest. In Qualcomm's report they claimed they have major OEM clients signed up for laptops which will be revealed in a few months (IIRC). Don't recall the details of the MSFT/QCOM hookup, there was something exclusive for a short period IIRC. So this has the potential to at least keep ASP under pressure in the PC client space this year. TWT how it pans out. To the degree that PCs tend towards AI enabled apps, and connected ones, Qualcomm would be in a good position to give the x86 camp serious issues because those aren't "legacy" in the PC space, and MSFT and Qualcomm get a clean sheet on the best user experience in that.

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