Microsoft predicts memory crisis will affect its revenue as struggling OEMs won't be as liberal with Windows spending
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It was only a brief mention, but in Microsoft's recent earnings call, Microsoft Chief Financial Officer (CFO) Amy Hood explained that the ongoing memory crisis is expected to impact revenue from Windows purchases. Specifically, that is, from Original Equipment Manufacturers (OEMs)."Windows OEM revenue," Hood says, "should decline in the high teens with roughly six points of impact from a prior-year comparable that benefited from Windows 10 end of support, six points from inventory levels that we
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