5 ms·
Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to so
by colinmhayes 5y ago
Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.
- cinntaile 5y agoAMD is way more nimble than Intel though, since they're fabless.
- dotancohen 5y agoThat puts them more at the mercy of their suppliers. Replace "nimble" with "not in control".
- pkulak 5y agoAnd I'm more nimble than both because I'm fabless and designless.
- madspindel 5y agoThis seems like a strategic drawback.
- missedthecue 5y agoThis seems like a strategic drawback.
- cinntaile 5y agoWhy? Plenty of chip companies are fabless. Apple is fabless, Nvidia is fabless.
- caleb-allen 5y agoNeither Apple nor Nvidia compete with TSMC, while Intel does
- mhh__ 5y agoIntel have been making balls-out plays (i.e. they could've just sold the fab business and MBA-ed themselves to death) and making good money but their stock is 30% or so down from last year so I am inclined to agree. They'll never have a run like they did from Nehalem through to Zen's launch, but I think they're about to prove that they still have it and that they know how to sell chips.
- dmead 5y agoBut they have mba'd themselves to death.
- xadhominemx 5y agoNot really. Intel’s two core issues are engineering failures — process technology and processor architecture
- Symmetry 5y agoAre they having architecture issues? I guess I could criticize them for too-aggressively pursuing small microachitectural advantages leading to failures like Meltdown and making them spend more engineering-years than AMD for products that aren't that much better but, baring Meltdown, the end architectural results have been pretty good. My gripes would all be with the process, management decisions about how to respond to the process problem, or fusing off features for product segmentation reasons.
- xadhominemx 5y agoBy architecture, I’m referring to trade offs then made for single thread performance vs core count and memory channels
- dmead 5y agoI have a basis peak in my desk that says otherwise.
- noahmasur 5y agoA quick search shows INTC market cap is 184B and AMD is 135B. AMD is worth 73% of Intel.
- colinmhayes 5y agoMy quick google search shows AMDs cap at 183B. So maybe not more valuable, but equally. Apparently AMD was worth more yesterday though https://finance.yahoo.com/news/amd-is-now-worth-more-than-rival-intel-111725905.html https://finance.yahoo.com/news/amd-is-now-worth-more-than-ri...
- tyrfing 5y agoThey are both a bit over 180B, that AMD number is prior to the XLNX acquisition which was done by issuing stock.
- ZetaZero 5y agoAs of a few minutes ago... AMD: 181.86B INTC: 183.97B
- simpsond 5y agoI agree they are undervalued. That said, AMD is growing quickly in terms of earnings, and intel is not. I think it’s a matter of time and impeccable execution before Intel is winning again.