PCs may be back in focus for AMD as the market stabilizes, but that won't change the company's plan to generate revenue from other markets, McCarron said. With PCs becoming cheaper and shipments not growing as fast as they used to, AMD will have to focus its limited resources on markets that are growing faster.
"You can see the same thing at Intel. We're entering a stable replacement phase for PC," Mercury Research's McCarron said. "We have this constant market that is not high-growth, but it's obviously significant with the unit volume behind it."
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