From an investor perspective, AMD was a fantastic story due to Intel's 10nm process slip. AMD also got the jump on MCM which is arguably the most disruptive inn

From an investor perspective, AMD was a fantastic story due to Intel's 10nm process slip. AMD also got the jump on MCM which is arguably the most disruptive innovation in the mix. I think the pendulum has begun to swing the other way. Intel is catching up and surpassing in some important areas already. I've held positions both in AMD and Intel over the years. Right now I am long INTC.