[sgbuffett]

They boast until their CPU is better than AMD CPU.
You believer or not?

Intel processors get very hot and consume alot of power.
The gain on AMD j would say it is not impressive.

However, it's a long drawn thing and as an investment Intel does not have to beat AMD ....

The reason is there are many types of chips at difference performance points  AMD does not have capacity to fill all demand or any plan to do so. Intel does not need to have the "best" chip but performance that span a wide range of applications.

Granted after I bought Intel is rose a bit but AMD rose 20+% within a week as buying momentum and excitement surrounds the company due to orders from Facebook.
The price surge build on excitement brings a higher risk....

CPU design is not a new area nor does AMD has any monopoly on something that makes a permanent difference.
Right now it is just packing more cores using TSMC process 
That is where most of its gains come from.

Agree that Intel is behind at the present moment ...but stock valuation is very undemanding and investors are underestimating its capabilities.

This is likely to continue for some time.