[sgbuffett]

At a certain point of time, the same dilemma is faced between apple vs nokia, online shopping vs walmart etc..

Every dilemma has a different outcome..

Netflix vs Blockbuster....one disrupter the other disrupted .

I always check for that when I buy make sure don't buy a dying industry getting killed by a disrupter...example is Ckmfort vs Grab but it is a partial disruption.

For AMD vs Intel it is more like Coca Cola vs Pepsi.

Neither company has a clear edge. On 28 Oct Intel will announce a chip that leapfrog AMD...then Jan next Yr AMD will announce next chop to pass Intel.

Eventually innovation will be exhausted and maturity will set in and both companies will share the market so there is no reason for valuation disparity of such size. Intel and AMD both go back to 1970s. AMD is not a disrupter with something very new that just emerged.