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To: neolib who wrote (71788)	10/23/2025 8:42:53 PM
From: Joe NYC	Respond to of 72137

re: Any "color" on why client would be down in Q4? The only possible dot that I could connect to that was a comment where they said that they are shifting some wafers from low end client to server. And also rising prices on low end client. All of which is probably Raptor Lake. In theory, all of those changes should result in stronger demand for more expensive products (MTL, LNL, ARL) which should increase revenue, unless that low end migrates to AMD low end processors (such as Mendocino, Hawk Point).