[sgbuffett]

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.

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: