I thought I would start a discussion about chipmakers going forward with the news today of two major security flaws in processors’ kernels. The first, Meltdown, seems to only affect Intel, hence the big hit for INTC and the huge gains for AMD. Intel deflected late in the day to say other chipmakers are affected, too. Well, that seems to be the case with Spectre and I’m unsure where this leaves Intel and AMD in the end.
Will AMD rebound better, take market share, build a better product, faster?
Would love to hear all thoughts and discussion. This is a huge deal and some are saying could take a decade before new, comparable and secure chips are ready. I’m debating selling all positions and waiting to see where the chips fall in the coming weeks (pun intended).
Submitted January 03, 2018 at 09:03PM by ballard_brewer http://ift.tt/2lQlsZi
