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Not sure what I didn't see. The CPUs are around 4x the everything else put together so to first order of magnitude Intel is a CPU business.
by klelatti 4y ago
Not sure what I didn't see. The CPUs are around 4x the everything else put together so to first order of magnitude Intel is a CPU business.
- sameerds 4y agoGrandparent's focus was on "growth". And clearly, the report says CPU is "down".
- klelatti 4y agoMy 'growth' comment referred to the laptop /desktop __market__ which medium / long term - which is what the investors will focus on - is clearly low growth. Intel's single quarter performance in that market is quite a different thing altogether with short term post pandemic issues and Intel's own competitive struggles.