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I get (and respect) that you disagree with my argument. However only point 3 is inference/opinion that we can argue on, 1. and 2. are just facts from their ann

I get (and respect) that you disagree with my argument. However only point 3 is inference/opinion that we can argue on, 1. and 2. are just facts from their annual report, maybe there is scope to argue that they are not relevant here or doesn't show the full picture etc, or are you are saying the facts are wrong ?

klelatti 5y ago
On 1. and 2. I’m (hopefully respectfully too) disagreeing with the thrust of the point. 1. We don’t know the precise split but we do know laptops are a very major part of their CCG business (based on laptops having majority of PC market share). 2. DCG revenue was down last quarter and the business is facing major competition from both AMD and Arm so I don’t think we can base expectations on performance over the last five years.