Posted on 02/23/2022 7:16:43 PM PST by algore
Score another notable win for chip giant AMD (AMD) against its heated rival Intel.
AMD's market cap currently stands at $188 billion after shares rose nearly 2% in Tuesday's session. Intel's market cap is $182 billion. That marks the second time in a week AMD's market value has climbed above Intel — the first time it happened was a week ago. Followers of this battle may not be surprised to see this one happen (and seeing it continue from here) for several reasons.
First, AMD has been winning the battle on Wall Street for sexier investment thesis.
AMD last week closed on its $35 billion acquisition for Xilinx.
The transaction — the largest in AMD's 53-year history — gives the company significant expertise in the programmable chip market. Chips of this kind will prove integral as AMD looks to continue taking market share away from Intel in cloud computing workloads and data centers.
(Excerpt) Read more at finance.yahoo.com ...
It’s all Paul Otellini’s fault. Stupid, narrow minded, shortsighted prick.
Actually it was BK who tanked the company.
AMD Ryzen 5 in my one year old Lenovo all-in-one .
Go WOKE get broke.
I’ve owned computers with both chips over the years. Intel chips in my experience have always been the superior product. That said, AMD has always been the Bargain chip. And, in this current economy, the bargain chip has a very great appeal.
With the current outrageous rate of inflation across the board and the reported decrease in wages people are quite logically looking for a bargain. AMD has always provided that bargain. When times are good and the economy is thriving people are not quite so concerned with bargain hunting. They are looking for performance.
I think the Ryzen processors are just fine. It is the Intel chipsets that I have always found to be superior. Those work with Intel processors.
My i7-9700 runs hot when I stress it, but performs well.
I think maybe the integrated Gpu may have been helpful to Amd recently. Intel integrated gfx suck
Originally intel had to keep amd around cause their lawyers said you cannot play monopoly without at least two players.
Mircosoft always seemed to favor intel
Go Lisa Su!
What an incredible turnaround.
I am glad to admit I invested heavily in AMD through a portion of its growth.
I have chosen AMD. When i built this rig 2 years ago the AMD RYZEN 3 3200G 4-Core 3.6 GHz (4.0 GHz O.C.) was just $98.00 and is now $299.00. Yet the AMD Ryzen 5 5600G 3.9 GHz 6-Core Processor is now $218.99 which is an exceptional price.
Past CEO Brian Krzanich’s main skill was navigating the intel corporate politics well. He starved R&D of money and instead blew money on pet projects that didn’t pan out. Many experienced division chiefs quit during his tenure. His replacement Bob Swan was a bean counter, not an engineer. Not the obvious choice to lead the company, probably put there as a political compromise.
Sometimes, when a company grows big and entrenched and well-established, those who play the corporate game well rise to the top, not those who are good leaders or inspiring managers.
Now, the lead in semiconductor process technology, long held by Intel since the dawn of the semiconductor industry, is now held by a Taiwanese company (TSMC) within striking range of the CCP’s military. AMD outsources it’s chip production there. Samsung of S. Korea is number two.
All this good news must be why AMD is down 30% in 3 months.
That is the primary reason I chose an AMD Ryzen powered laptop this last time around. The AMD processor was not quite as fast as the equivalent Intel processor, but the integrated GPU was as powerful and much more efficient than the cheap discrete GPUs included on Intel powered laptops that were quite a bit more expensive. It was kind of a no brainer. I am not surprised that a lot of others came to the same conclusion, causing AMD to be pushed to the higher market cap.
AMD is the stock I own and it allowed me to retire late last year.
It has been as high as $162 on Nov 29th then the Fed chairman said early last Dec that 4 rate hikes were coming in 2022. For 2 months all the stocks were going down and down. Feb 9 it was at $132. Current price is $109.76
If I sold now I would still have enough after taxes to last a few decades. It has been as low as $102 on Jan 27 then bounced back to $132 on Feb 9. So pretty quick rise and the stock wants to go up but....
Now we have a war that the democrats want us involved in to distract from the biden and romney and many other politicians taking massive bribes from Ukraine and Russian interests and wrecking the US economy and rewarding their chinese and russian clients.
AMD on Jan 1st for each year. It almost doubled every year since 2016.
Buy the stock to get rich.... eventually : )
I am hoping after Wall Street figures out nothing will change for us and that the stocks will go back up fairly quick. After all you cannot make money other then in the stock market.
Jan 2016 $ 2.14
Jan 2017 $11.32
Jan 2018 $13.74
Jan 2019 $24.41
Jan 2020 $47.00
Jan 2021 $85.64
Jan 2022 $132.00
Current price 2-23-2022: $109.76
I was tempted to buy since around $40 to $50 when positive information about the new processors was coming out but waited until $100. Still happy though. A gain is a gain.
It took them a while but I saw this coming when they first bought out ATI.
I've flat out abused a number of table top and laptop computers to failure by running at max capacity for extended times or occasionally due to environmental conditions when outdoors doing field work.
Intel all the way vs AMD. Tough chips.
My favorite computer system brand is Hewlett-Packard. Professional grade with respect to fabrication detail and functional tech support. You get what you pay for.
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