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Msg  971 of 974  at  9/26/2018 7:26:28 AM  by

KevinKT


AMD: better chip than INTC

 AMD has long been an also run for INTC, with INTC dominating the market with better products. AMD compete with slightly better price, and INTC let AMD stay there as a small competitor, and to avoid the look of a monopoly.
That all changed recently with AMD came up with faster and more superior chips (Ryzen, then now EPYC) which INTC cannot match and are at least a year behind if they can come up with a competition. If AMD, which currently has less than 10% of the market share, takes another 10% away from INTC, it will be a big boost to AMD shares. 
I also wonder if their GPU (used to be ATI then become Radeon) come up with a big improvement and can rival NVDA, it will complete change AMD's fortune. But that is at least 2 years away.
Lisa Su has completely transformed AMD since taking over the helm a few years ago.
 


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