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What do you mean by "eating Intel's lunch"? As OP said, Intel profits dwarf AMD revenue. So I'm not sure what you mean? Can you show numbers that would support

by sbf501 4y ago

What do you mean by "eating Intel's lunch"? As OP said, Intel profits dwarf AMD revenue. So I'm not sure what you mean? Can you show numbers that would support "eating one's lunch"? Although you did say to ignore financials, so which makes the analogy meaningless.

gleenn 4y ago
Performance-wise, AMD is crushing Intel. That's what people care about, at least they do as consumers and on this site.
- sbf501 4y ago
  Gotcha. Who you consider best is very different if you are a gamer that wants 120 fps, or an investor that wants $$$. But you can't you speak for all consumers and people on this site: I could care less about performance because even bottom end CPUs are enough for my needs. In fact, as a stockholder, Intel matters more. I'm old enough to remember when AMD was an actual threat to Intel in the PC space but had inferior performance compared to Intel, but AMD was far cheaper and getting design wins (for a brief period in the 1990's before Intel's mega-deal with Dell and anti-competitive wrangling). I don't have a horse in this race, I just enjoy seeing factions fight over "who's best", and how the arguments change over time. EDIT: phrasing.
  - BuckRogers 4y ago
    The gaming and productivity performance claim is erroneous anyway. I provided a solid review of Intel 13th gen vs Ryzen 7000.[0] [0]https://news.ycombinator.com/item?id=33484260 https://news.ycombinator.com/item?id=33484260
- FredPret 4y ago
  But performance-wise, INTC is crushing AMD. Similar market cap, way higher dividends, way lower PE ratio. There are way more investors on this site than the average social media site. I know what you mean about the chips themselves, but that hasn’t translated into actual money for AMD yet.
  - wwtrv 4y ago
    way lower PE ratio is not a good thing for a stock
    - FredPret 4y ago
      Of course it almost always is. Would you rather buy a McDonalds that makes $1m a year for $5m, or for $1m? A higher PE only makes sense if a business’s profit is poised to expand significantly beyond doubt. Which it almost never is.
      - wwtrv 4y ago
        I meant that a high PE indicates that investors have a high confidence in the company. Preferring to buy stock with a low PE is (usually) a contrarian position, i.e. you would only do so if you believe that the company will do better than the market expects it to. You might be right or it might end up being a value trap. If someone is selling a McDonalds that makes $1m a year for $5m and somebody else selling one with the same revenue for $1m either one of the seller is behaving irrationally or the second seller knows something you don't. Why would somebody give you free money otherwise?
- throwawaythekey 4y ago
  For consumer markets the newest AMD products (Zen 4) are great chips but simply too expensive. Logical increments [1] is pretty good at showing what is the best choice at various pricepoints (taking into account local pricing) and has Intel and AMD trading blows across the range with Intel taking the majority of the wins. All of the tech youtubers have been making similar points lately (LTT, GamersNexus, HardwareUnboxed). Data centre does seem to be in AMD's favour at the moment, but I don't know enough about the space to know if their advantages will be long lived. [1] https://www.logicalincrements.com/ https://www.logicalincrements.com/
- BuckRogers 4y ago
  This isn't reddit #2. The original inhabitants that built HN are not kids. Most people here that won't bombard you with AMD fandom are generally appreciative of Intel's superior financial results and quality assurance. If you want to talk performance, here's gaming performance of Ryzen 7000 vs Intel 13th gen.[0] Needless to say, I don't see where AMD crushes Intel. And then there's the financials. FY21 AMD revenue 16.4 billion dollars FY21 Intel profit 43.815 billion dollars [0]https://www.eurogamer.net/digitalfoundry-2022-intel-core-i9-13900k-core-i5-13600k-review?page=4 https://www.eurogamer.net/digitalfoundry-2022-intel-core-i9-...
metaphor 4y ago
> As OP said, Intel profits dwarf AMD revenue. > Can you show numbers that would support "eating one's lunch"? It's imprudent to swallow bold, unsubstantiated assertions without even bothering to sniff test. Lunch[1] is on me this time. [1] https://news.ycombinator.com/item?id=33477899 https://news.ycombinator.com/item?id=33477899
- sbf501 4y ago
  Why all the fighting? We're all in this together!
  - metaphor 4y ago
    I'm not fighting. I'm merely attempting to dispell naive, unsupported optimism to the benefit of my fellow Intel bulls who are too drunk on yesterday's Kool-Aid to interpret what the cryptic financial writing on the walls have been warning for several years now.

by sbf501 4y ago

gleenn 4y ago

Performance-wise, AMD is crushing Intel. That's what people care about, at least they do as consumers and on this site.

sbf501 4y ago
Gotcha. Who you consider best is very different if you are a gamer that wants 120 fps, or an investor that wants $$$. But you can't you speak for all consumers and people on this site: I could care less about performance because even bottom end CPUs are enough for my needs. In fact, as a stockholder, Intel matters more. I'm old enough to remember when AMD was an actual threat to Intel in the PC space but had inferior performance compared to Intel, but AMD was far cheaper and getting design wins (for a brief period in the 1990's before Intel's mega-deal with Dell and anti-competitive wrangling). I don't have a horse in this race, I just enjoy seeing factions fight over "who's best", and how the arguments change over time. EDIT: phrasing.
- BuckRogers 4y ago
  The gaming and productivity performance claim is erroneous anyway. I provided a solid review of Intel 13th gen vs Ryzen 7000.[0] [0]https://news.ycombinator.com/item?id=33484260 https://news.ycombinator.com/item?id=33484260
FredPret 4y ago
But performance-wise, INTC is crushing AMD. Similar market cap, way higher dividends, way lower PE ratio. There are way more investors on this site than the average social media site. I know what you mean about the chips themselves, but that hasn’t translated into actual money for AMD yet.
- wwtrv 4y ago
  way lower PE ratio is not a good thing for a stock
  - FredPret 4y ago
    Of course it almost always is. Would you rather buy a McDonalds that makes $1m a year for $5m, or for $1m? A higher PE only makes sense if a business’s profit is poised to expand significantly beyond doubt. Which it almost never is.
    - wwtrv 4y ago
      I meant that a high PE indicates that investors have a high confidence in the company. Preferring to buy stock with a low PE is (usually) a contrarian position, i.e. you would only do so if you believe that the company will do better than the market expects it to. You might be right or it might end up being a value trap. If someone is selling a McDonalds that makes $1m a year for $5m and somebody else selling one with the same revenue for $1m either one of the seller is behaving irrationally or the second seller knows something you don't. Why would somebody give you free money otherwise?
throwawaythekey 4y ago
For consumer markets the newest AMD products (Zen 4) are great chips but simply too expensive. Logical increments [1] is pretty good at showing what is the best choice at various pricepoints (taking into account local pricing) and has Intel and AMD trading blows across the range with Intel taking the majority of the wins. All of the tech youtubers have been making similar points lately (LTT, GamersNexus, HardwareUnboxed). Data centre does seem to be in AMD's favour at the moment, but I don't know enough about the space to know if their advantages will be long lived. [1] https://www.logicalincrements.com/ https://www.logicalincrements.com/
BuckRogers 4y ago
This isn't reddit #2. The original inhabitants that built HN are not kids. Most people here that won't bombard you with AMD fandom are generally appreciative of Intel's superior financial results and quality assurance. If you want to talk performance, here's gaming performance of Ryzen 7000 vs Intel 13th gen.[0] Needless to say, I don't see where AMD crushes Intel. And then there's the financials. FY21 AMD revenue 16.4 billion dollars FY21 Intel profit 43.815 billion dollars [0]https://www.eurogamer.net/digitalfoundry-2022-intel-core-i9-13900k-core-i5-13600k-review?page=4 https://www.eurogamer.net/digitalfoundry-2022-intel-core-i9-...

metaphor 4y ago

> As OP said, Intel profits dwarf AMD revenue. > Can you show numbers that would support "eating one's lunch"? It's imprudent to swallow bold, unsubstantiated assertions without even bothering to sniff test. Lunch[1] is on me this time. [1] https://news.ycombinator.com/item?id=33477899 https://news.ycombinator.com/item?id=33477899

sbf501 4y ago
Why all the fighting? We're all in this together!
- metaphor 4y ago
  I'm not fighting. I'm merely attempting to dispell naive, unsupported optimism to the benefit of my fellow Intel bulls who are too drunk on yesterday's Kool-Aid to interpret what the cryptic financial writing on the walls have been warning for several years now.