INTEL VS AMD
############
I'm a fan of both companies and will probably hedge all companies.
Intel, QUALCOMM, AMD and APPLIED MATERIALS.
I see growth in all companies.
But if you want to compare Intel with AMD and knock Intel because they lost 15% on their stocks.
Here is something for you!!!
POINT 1
#############
AMD REVENUE = 6.73 billion USD
INTEL REVENUE = 71.9 billion USD
INTEL could buy AMD 10 times if they wanted to.
But AMD doesn't offer anything intel anything they want except for 6 months advantage on
5nm and 7nm chips
POINT 2
#########################
Earnings per share.
If you hold AMD you will get $0.30
but with Intel you will get $4.10
You will need 13 x more shares to get the same value.
POINT 3
############################
INTEL is an American company, with headquarters in California.
AMD is a join venture with
Tianjin Haiguang Advanced Technology Investment Co. Ltd. (THATIC)
2 further joint-ventures have been set-up: (1) Haiguang Microelectronics Co. Ltd. (HMC), and (2) Chengdu Haiguang Integrated Circuit Design Co., Ltd (Hygon)
But in a Trade War, this can be a problem, especially if there is a trade embargo in place, this can affect production. We also saw AMD price crumble during this time. As CHINA and the US intesifies AMD will be a dangerous stock to hold unless it cuts ties with its Chinese partners.
POINT 4
##############
Intel Desktop market share
AMD desktop market share is 18.3%
Intel desktop market share is said to be greater than 66%
AMD Server Unit Market Share is said to be 5%
Intel Desktop market share is said to be 80%
This market is worth around 23billion
POINT 5
#################
The future
INTEL IS AHEAD OF AMD IN 5G, which is the future.
https://www.cnbc.com/2019/08/01/intel-future-in-5g-networks-after-apple-buys-modem-business.html
https://newsroom.intel.com/news-releases/5g-network-portfolio-launch/#gs.b6cjry
AMD is well behind here;
Intel is optimized for AI building their chips for machine learning.
Everyone knows that is the future and is getting bigger.
https://software.intel.com/content/www/us/en/develop/topics/ai.html
They are also working on 7nm, 5nm, and smaller size cpus
POINT 6
#################
intel is more than just cpu's
They produce Network cards and have one of the biggest shares.
https://www.intel.com.au/content/www/au/en/products/network-io/ethernet.html
Intel have storage solutions in place
https://www.intel.com.au/content/www/au/en/products/docs/storage/storage-products.html
They provide chips for motherboards and gpu's
AMD just produce cpu's and graphics cards.
POINT 7
###########
Everyone knows that employees are the most important thing in companies.
Companies with bigger budgets can hire the best of the best.
intel = 110,200
amd = 11,400
POINT 8
###########
INTEL is a trusted brand, most companies are providing laptops and desktops in corporate offices with intel inside.
They have hardware contracts in place for decades.
WHAT DOES AMD HAVE ON INTEL
#################
6 MONTHS DEVELOPMENT advantage on 7nm and 5nm chips.
Most likely because that is all amd do and even with that competitive advantage, Intel still has greater market
share and makes more money
Submitted July 25, 2020 at 10:55PM by automax https://ift.tt/39rMVsN
