https://m.youtube.com/watch?v=I_2I5K5r5jE
AMD is going to lay down the hammer on Intel this year.
2 replies (most recent on top)
Summary
- AMD reported sequential growth in client from Q4 to Q1 which is unheard of. Intel reported weakness, therefore AMD took market share. Also, AMD guidance is good vs bad for Intel foretelling more share losses
- Meteor lake is trash and OEMs are unhappy and are going 50/50 AMD/Intel this year
- AMD strix point will offer better perf and value vs Intel
- Intel is having notebook stability issues - not just raptor lake desktops and OEMs do not like it
The sh!tshow continues.
This is definitely NOT the bottom in case you were getting your hopes up.
But we’re influentials!! With demonstrated experience in billion dollar businesses!