Thursday, June 14, 2018

AMD Winning in Mobile Space

AMD is grabbing mobile big time. Susquehanna is misinformed or misinforming. AMD's presence in the Laptop market has never been stronger. There are now many premium consumer and commercial laptop designs from HP, Dell and Lenovo. Just search for RyZEN on their websites. On HP.com alone, you find the following AMD RyZEN notebooks: HP EliteBook 735 (13.3"), HP EliteBook 745, EliteBook 755, HP ProBook 645, HP Envy x360 15 (15.6"), HP Envy x360 13 (13.3").... Dell has a slew of 13, 15, 17 notebooks powered by AMD RyZEN . Lenovo has the 2.5 lb 720s with RyZEN and is launching more. We have never seen AMD with such strong presence in the premium highend notebook space. AMD was previously only in the lowest end. Notebook is more than half of client computing. AMD will make much bigger profit in this sector.