hier geht's weiter; das Interview war wirklich erste Sahne und mit einer Klarheit + Treffsicherheit argumentiert, Burner-Woman.
Wer sich das in der Summe anhört und bislang bei AMD dabei war, versteht warum die Lisa immer sagt "The best is yet to come" + "We just started".
- in the notebooks space we have done also very well; we have invested a lot in security and managability in the notebook are
- therefore we had some nice commerical wins in the notebook area and we follow that up with our 7nm notebook offering early next year
- our customers see, that our roadmap has not changed over the last 2 years and that is very, very compelling to them - it has lot of stability and credibility - we are now showing leadership to the market - so you are saying, that even if your competition would go fabless you still would have an architectural advantage: yes - the leadship which we represent in the high-end-market with threadripper really represents a halo effect for the market in terms of influence - on black friday we were in the top 10 selling area CPU on amazon and on the graphics side we filled 4 places out of the top 5
- our historic market share in desktop was 25% in notebooks 17% and we see no reason why we wont go through these numbers !!!! - we are quite lean on allocation on dollar- innovation is really based on focus and that is exactly what Lisa emphaszid on when she came in - we focus on process technology/archtictute which you then can levarage throughout the entire company and all products |