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To: neolib who wrote (40867)4/26/2021 12:49:58 PM
From: Pravin KamdarRead Replies (2) | Respond to of 72164
 
I think that is the concern. They need to up YOY guidance to 45%+. I think they will. 5900X are coming into Amazon every few hours. No GPU's, though. XBOX is coming in many times per day. PS5 only a little every several days. EPYC? We don't know. Internet chatter says there is a 3 month lead time. With the number of laptop SKUs, mobile should be good. My last Costco check had only Intel laptops.


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