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Intel's revenue is 54B to AMD 22B. If Intel's CPU division was spun off, I see little reason to believe AMD deserves a 3x premium to that - and you get IFS with

Intel's revenue is 54B to AMD 22B. If Intel's CPU division was spun off, I see little reason to believe AMD deserves a 3x premium to that - and you get IFS with Intel as well right now! Granted, IFS is the millstone hanging around their neck right now, unless they can fix it.

bluecalm 2y ago
Intel still has 75% of data center market share (for CPUs). I think this is mainly momentum and they will lose most of it in coming years.
- yvdriess 2y ago
  To add to that, AMD's has the more lucrative higher-margin part of that market.
eric-hu 2y ago
Why focus on revenue instead of income? Regardless of what Intel’s revenue is, they’re losing money. AMD is earning.
- valval 2y ago
  Losing money for one financial year is not a good enough indicator to draw conclusions.