3 ms·
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 ma
by 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.