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I've rode a few hundred dollars investment in AMD for over a decade, and it would now buy a servicable used car. The primary logic was "they're too important f
by hakfoo 5y ago
I've rode a few hundred dollars investment in AMD for over a decade, and it would now buy a servicable used car.
The primary logic was "they're too important from a regulation perspective to fail." Even at the worst days of buggy original-stepping Phenoms and sort-of-eight-core Bulldozer chips, the day AMD shuts down is the day every anti-trust regulator in the universe comes tumbling down on Intel.
I suspect it's still a viable theory even today; I can't really imagine Intel being willing to argue in court that the real competition for the future of desktop and bigger computing is things like RISC-V and ARM parts, products they have a history of not competing with effectively.