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I think the market is betting more on AMD than Intel serving that market though. I could have kicked myself for not buying AMD stock years ago, even joked abou
by headmelted 6y ago
I think the market is betting more on AMD than Intel serving that market though.
I could have kicked myself for not buying AMD stock years ago, even joked about it with some friends at the time but couldn't afford to take the risk. The reason was (rightly or wrongly) Jim Keller returning to work on Zen.
He's worked on a few different and really exciting things since, but he's at Intel now. I suspect they'll sort it out and turn things around, but running their own fabs is their biggest problem now. They aren't competitive with TSMC and they desperately need to be.
- klelatti 6y agoTechnically Jim Keller is still at Intel as a consultant I think but not for long ... https://www.anandtech.com/show/15846/jim-keller-resigns-from-intel-effective-immediately https://www.anandtech.com/show/15846/jim-keller-resigns-from...
- ethbro 6y ago> The reason was (rightly or wrongly) Jim Keller So are you buying Intel stock now?
- headmelted 6y agoNope. Still can’t afford to take that risk. Also, the circumstances are much different. AMD was valued at the time as a company circling the drain - there was a lot of upside potential given the low starting point. Intel is still valued very highly currently even after it’s problems in the last few years. The thing is - I think they’d need to turn the company around entirely just to justify their current price, let alone any future returns.