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To: Joe NYC who wrote (71482)	10/13/2025 8:53:28 PM
From: Joe NYC	Respond to of 72186

This is the report I was referring to in my previous reply - increase in estimates of the PC market growth in 2025-2026. More of the increase is concentrated on 2025. In the last CC, Lisa did not anticipate a super strong H2 in client (after super strong H1) but maybe AMD will exceed its own expectations. Via UBS annual PC survey, they are raising estimates. I've said for a year we expect 26/27 to be stronger PC years and very postiive for $INTC. Windows 10 EOL likely works out to ~200m enterprise PCs which are a big part of helping boost commercial PC sales the next few years. pic.twitter.com/Lz6vD5WoYS — Ben Bajarin (@BenBajarin) October 13, 2025