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Also, it's really not like Intel is doing badly profit wise. They made $20 billion last year. That is 125% of AMDs entire revenue and 75% of nvda's. All this ta

Also, it's really not like Intel is doing badly profit wise. They made $20 billion last year. That is 125% of AMDs entire revenue and 75% of nvda's. All this talk of growth opportunity for nvda/amd seems to ignore that the pretty much best case scenario for them is to become what intel already is profitability wise.

knotofvipers 4y ago
They also only have a P/E of 7.3 with a 3.3% dividend yield.
- whatshisface 4y ago
  That's stock market language for low expected growth in a company that is doing OK now but doesn't look good in the future.
  - knotofvipers 4y ago
    Of course. Everything is a stochastic process and the markov property holds true in all instances, your brain is useless. Markets have it all figured out. My post was in terms of relative valuation compared to AMD and NVDA but I didn't feel like spelling it out. I mean can one really be an order of magnitude certain of profits vs AMD and NVDA either? Of course this is not a democracy. It has to be the minority game takes hold. https://arxiv.org/search/advanced?advanced=&terms-0-operator=AND&terms-0-term=%22minority+game%22&terms-0-field=title&classification-physics_archives=all&classification-include_cross_list=include&date-filter_by=all_dates&date-year=&date-from_date=&date-to_date=&date-date_type=submitted_date&abstracts=show&size=50&order=-announced_date_first https://arxiv.org/search/advanced?advanced=&terms-0-operator...
scarface74 4y ago
More like 11.2 billion in free cash flow https://www.intc.com/news-events/press-releases/detail/1522/intel-reports-fourth-quarter-and-full-year-2021-financial https://www.intc.com/news-events/press-releases/detail/1522/...