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To: Pravin Kamdar who wrote (72379)11/16/2025 6:22:07 PM
From: Pravin KamdarRespond to of 73130
 
Lisa said they have a clear road to >40% in client. Of course, they are killing it in DIY desktop, but Intel still has a lock on laptop. For AMD to get to greater than 40% in client, they must think Intel Panther Lake will not yield enough to satisfy the market.

Nvidia on Wednesday. Blow out, or sell the news?