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To: Vattila who wrote (53440)	2/1/2024 12:38:15 PM
From: neolib	Read Replies (1) \| Respond to of 72154

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.

To: Vattila who wrote (53440)

2/1/2024 2:17:53 PM

From: Joe NYC

Read Replies (1) | Respond to of 72154

Nice analysis there, I am going to look into it in more detail.

But overall, I think the task is mainly swaying OEMs to increase proportion of system offered and investing in AMD brand.

If we consider quality of products, AMD vs Intel, I would estimate:

	AMD	Intel
Server	70	30
Desktop	70	30
Notebook	50	50

IMO, that should be the center of gravity towards the market share should gravitate, once AMD is not shut out of OEMs and enterprises, and branding is where it needs to be.