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To: Joe NYC who wrote (60075)11/2/2024 6:37:36 AM
From: VattilaRespond to of 72178
 
Good points about the Client segment. It is a big segment, and like Lisa Su says, the PC is a great market for AMD. As you say, $276 million operating profit is nothing to scoff at, even with just a 15% margin. The record set in 2022-Q2, when they generated $676 millon with a 31% margin, shows what the segment can do when firing on all cylinders and there is demand in the market. Hopefully, we'll see the segment grow nicely, as expected, as we go into 2025 and Windows renewal and AI hype contribute to another replacement cycle.

And as you often point out, AMD looks stronger than ever against Intel in the PC space, so we should see significant share gain continue.