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So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?
One of the most destructive things you can do to a company is give them a near market monopoly for a while.
So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?
Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B
Keep in mind their growth rates though. In 2019 AMD had 6.7B in revenue and Intel had 71.97B.
I 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…
> I've always tended to root for the underdog. Time to start rooting for Intel now, lol. ------ I've been rooting for Intel's AVX512 instruction set for some time, because I really think its a great technology. But with Zen3/4 on the way with rumored AVX512, and with Intel's most recent decisions to cut AVX512 from 12th gen Core-i7 processors, its hard to find an advantage for Intel right now. Intel supports DDR5 a f…
Zen 4 is not yet formally announced (at least not the full technical details), so presumably that's what you mean.
Intel's biggest remaining advantage is if you want a laptop with Thunderbolt. It should theoretically be available on AMD laptops, but I don't know if any have become available yet.
EDIT: See below, Zen 4 is announced but not yet available, so performance and final details are pending (including models, performance, etc.)
Earlier quoted context omitted.
> I've always tended to root for the underdog. Time to start rooting for Intel now, lol. ------ I've been rooting for Intel's AVX512 instruction set for some time, because I really think its a great technology. But with Zen3/4 on the way with rumored AVX512, and with Intel's most recent decisions to cut AVX512 from 12th gen Core-i7 processors, its hard to find an advantage for Intel right now. Intel supports DDR5 a f…
Just to clarify, Zen 3 has been out since November 2020. (Zen 3+ earlier this year.) Zen 4 is not yet formally announced (at least not the full technical details), so presumably that's what you mean. Intel's biggest remaining advantage is if you want a laptop with Thunderbolt. It should theoretically be available on AMD laptops, but I don't know if any have become available yet. EDIT: See below, Zen 4 is announced bu…
https://www.anandtech.com/show/17399/amd-ryzen-7000-announce...
Remember the days when AMD was like $3/share and Intel was like crushing it. The world really has changed in the last decade.
Then I bought at 80 and held through 160, now it's at 96.
I'm a long term bull on AMD, but I think the rocket left the atmosphere already. To me it's a blue chip. Intel nor AMD will ever go out of business, unless and until x86 itself dies and neither can pivot. AMD has a lock on consoles, it is the only competitor to Intel in x86, it basically can't go out of business.
Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B
- DCAI, revenue down 16%, operating income down 90% - NEX, revenue up 11%, operating income down 60% - AXG and IFS are operating loss - Only mobile has rev and op income up
And the CEO has clearly mentioned next quarter will be even worse and then they expect things to improve; not sure about the improve part though. CFO clearly mentions restructuring charges in Q3. Add all of this up and it tells a different story.
So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?
Things are worth what others are actually willing to pay, there is no such thing as a metaphysical true worth. So yes, Tesla is actually worth whatever the market cap is.
I have no horse in the game (no Tesla nor any other automotive stocks) but we’ve definitely seen companies being massively overvalued in the past and then face fierce correction - AOL was once worth $222 billion and later (not even that much later) sold for less than 1% of that.
So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?