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borusa

01/25/20 1:47 PM

#150786 RE: alan81 #150784

I suspect product mix, and TAM will have a bigger impact on revenue than the price cuts.

Would be good if it pans out that way. I have some doubts. twt One big problem for inteL is the notebook wins by AMD. The OEM/ODMs have previously been afraid of going AMD. Now with 7nm in volume there are 100 design wins. It will take a while for these to happen. During that time expect they will be clearing out the old ...