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Lenovo North America Chief On Why The PC Business Is 'On Fire' And The Intel CPU Shortage Impact

The president of Lenovo's PC business for North America, Matthew Zielinski, said partners are driving surging growth following a number of new measures rolled out in the channel last year.

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How is the ongoing CPU shortage at Intel impacting Lenovo and its partners?

It's having an impact. It's not over yet. Having been a silicon guy for most of my life [at AMD], building silicon is a challenge. These things happen. We're still committed to Intel as a partner. But I don't think we go back to business as usual until the second half of this calendar year. I think Kaby Lake Refresh is getting a little bit better. I think we're still going to have challenges on "small" core--Gemini and Pentium. I think that will bring some challenges to the market for the first half of the year. But one of the things we did early on last year was we put a category re-organization in place, and they have been planning for just such a dynamic for several quarters in a row. Based on alternative offerings with AMD, and alternative offerings specifically for Chrome ARM solutions, we have a lot of good options that will allow us to offer alternatives to our customer base. Does it create a lot of work? It does. Does it impact the industry? It will. But I do believe that we are in a really solid position.



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