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(26-10-2021, 08:24 PM)sgbuffett Wrote: Just for reference as of today Intel vs AMD stock prices is as follows....we will check back in a few months see how each does.
![[Image: Bg8l9ye.jpg]](https://i.imgur.com/Bg8l9ye.jpg)
Just an update.
Intel - a despised stock seen as an beaten company.
AMD - a stock with many fans as its 5900 series chip is top notch.
My belief
1. Intel is on par with AMD for chip design. AMD benefits from TSMC advanced manufacturing. Intel will bridge this by letting TSMC manufacture some of its chip.
2. Intel is competitive in all mid and lower end chips.
3. Intel cashflow and profitability is superior to AMD. Intel has lots of cash and money making assets....and Fabs that are worth billions given chip crunch.
4. AMD is not worth the 60% of Intel capitalisation ...my view it is overvalued.
5. AMD may out perform in short term due to momentum buying but slowly the valuation will adjust
Latest update:
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Intel moves very slow until it regain it past glory which will take quite a while. if you don't like to keep watching the price moving up and down, throw money into intel and wait for 5 to 10 years. If you prefer fast money go for AMD but remember to keep monitoring in case it breaks down
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(26-10-2021, 08:24 PM)sgbuffett Wrote: Just for reference as of today Intel vs AMD stock prices is as follows....we will check back in a few months see how each does.
![[Image: Bg8l9ye.jpg]](https://i.imgur.com/Bg8l9ye.jpg)
AMD is up 23% Intel is up 2%.
AMD as a hot momentum delivers the returns on the short term
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I still prefer intel household name will make a come back.
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(09-11-2021, 05:56 PM)sgbuffett Wrote: AMD is up 23% Intel is up 2%.
AMD as a hot momentum delivers the returns on the short term
![[Image: SR9GeRe.jpg]](https://i.imgur.com/SR9GeRe.jpg)
With this FB collaboration propel AMD, it will be years down the road for Intel price to outperform AMD. While Intel is safer play, one lose out on AMD immediate gain.
(This post was last modified: 09-11-2021, 09:09 PM by
Zannn.)
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(26-10-2021, 08:24 PM)sgbuffett Wrote: Just for reference as of today Intel vs AMD stock prices is as follows....we will check back in a few months see how each does.
![[Image: Bg8l9ye.jpg]](https://i.imgur.com/Bg8l9ye.jpg)
the situation unfolds with intel +2% and amd -10%.,,,in recent market turmoil.
what can one learn here?
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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(26-10-2021, 08:24 PM)sgbuffett Wrote: Just for reference as of today Intel vs AMD stock prices is as follows....we will check back in a few months see how each does.
![[Image: Bg8l9ye.jpg]](https://i.imgur.com/Bg8l9ye.jpg)
What happen 5 months later .....
Look at how the stock behaved ....when I started this Thread the popular thinking was AMD is winning INTC business.
AMD is down 30%.
INTEL is down 7%
AMD is still leading NTEL but it does not matter to investors.
Why?
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
>
(This post was last modified: 28-04-2022, 07:32 PM by
sgbuffett.)
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