An Intel executive recently spoke of a coming “Windows refresh” in 2024, an obvious reference to what we believe will be called Windows 12.
“We actually think ’24 is going to be a pretty good year for client, in particular, because of the Windows refresh,”
Intel CFO David Zinsner said during an appearance at the Citi analyst conference in September. “And we still think that the installed base is pretty old and does require a refresh and we think next year may be the start of that, given the Windows catalyst. So we’re optimistic about how things will play out beginning in ’24.”
