Opinion: Stay in your lane, Microsoft

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Intel’s CFO adds fuel to the rumors

A recent investor chat shows that Intel is expecting Microsoft to make big moves next year.

The statement comes from Intel’s Chief Financial Officer David Zinsner, speaking to a financial analyst at Citigroup for Citi’s Global Technology Conference last month. The transcript has been posted to Seeking Alpha, as spotted by PCGamer. Here’s the relevant bit of the conversation:

We actually think ’24 is going to be a pretty good year for client, in particular, because of the Windows refresh. And we still think that the installed base is pretty old and does require a refresh and we think next year maybe the start of that, given the Windows catalyst. So we’re optimistic about how things will play out beginning in ’24.

David Zinsner