AMD passes Intel in market cap
cnbc.com
AMD passes Intel in market cap
1–10 of 221 posts
Re: AMD passes Intel in market cap
#2> AMD reports fiscal second-quarter earnings on Tuesday, when investors will be watching to see if it is facing the same macroeconomic challenges as Intel as PC sales drop around the world.
Intel revenue fell 7% (YOY) in Q1 and 22% in Q2. AMD revenue grew 71% in Q1. Something tells me they aren't facing the same macroeconomic challenges.
Re: AMD passes Intel in market cap
#3> AMD reports fiscal second-quarter earnings on Tuesday, when investors will be watching to see if it is facing the same macroeconomic challenges as Intel as PC sales drop around the world. Intel revenue fell 7% (YOY) in Q1 and 22% in Q2. AMD revenue grew 71% in Q1. Something tells me they aren't facing the same macroeconomic challenges.
They are facing the same macroeconomic challenges (pretty much tautologically). AMD is and has been taking market share from Intel.
Re: AMD passes Intel in market cap
#4One of the most destructive things you can do to a company is give them a near market monopoly for a while.
Re: AMD passes Intel in market cap
#5I remember the first computer that I ever built (it was cheaper to do it yourself back at the dawn of globalization).
I used an AMD 386 rather than an Intel 386. Simply for the youthful reasons that I liked AMD's logo better, and I've always tended to root for the underdog.
I'm not much of a PC gamer, and so I haven't built a machine from scratch or thought much about individual components in decades. But there's a small flicker of my teenage self way down in there, pumping his fist and giving a cheer.
Re: AMD passes Intel in market cap
#6One of the most destructive things you can do to a company is give them a near market monopoly for a while.
And put bean counters in charge.
Re: AMD passes Intel in market cap
#7> AMD reports fiscal second-quarter earnings on Tuesday, when investors will be watching to see if it is facing the same macroeconomic challenges as Intel as PC sales drop around the world. Intel revenue fell 7% (YOY) in Q1 and 22% in Q2. AMD revenue grew 71% in Q1. Something tells me they aren't facing the same macroeconomic challenges.
They are facing the same macroeconomic challenges (pretty much tautologically). AMD is and has been taking market share from Intel.
Sarcasm doesn't translate well online, I meant that Intel's problems don't seem to be macroeconomic when AMD is seeing high growth (it's not just grabbing Intel's marketshare, they also saw big growth in custom silicon and embedded).
Re: AMD passes Intel in market cap
#8Intel is still much bigger company.
Intel revenue 73.39B
AMD revenue 18.88B
TSMC revenue 58.43B
Re: AMD passes Intel in market cap
#9Re: AMD passes Intel in market cap
#10I remember the first computer that I ever built (it was cheaper to do it yourself back at the dawn of globalization). I used an AMD 386 rather than an Intel 386. Simply for the youthful reasons that I liked AMD's logo better, and I've always tended to root for the underdog. I'm not much of a PC gamer, and so I haven't built a machine from scratch or thought much about individual components in decades. But there's a s…
> root for the underdog
This has been a lot of it for me.
I didn't switch to AMD until the Athlon XP 1700+ came out. I've stuck with them for desktop builds, mostly, except a few budget "Intel Gxxx" cpus, while I stuck with Intel for laptop purchases until the Ryzen 4xxx chips came out.
I've switched between Nvidia and ATI/AMD a lot over the years.
If Intel becomes the underdog (against the AMD and Apple titans), I guess I'll have to hope they put out good products :)