AK: Granted that AMD is more uncertain within context of tech sector but overall neither AMD nor Intel are very predictable over long horizon.
Over long horizon we will all be gone anyway so who cares. In the meantime the truth is that AMD is desperate and Intel sits firmly in the driving seat mowing towards quite well defined horizon. This is what facts tell us all. The rest is noise, misunderstanding, manipulation or nonsense. In fact IMO, there is nothing good on the horizon for AMD, nothing really in their business model signalling that future is bright. I see very serious problems and the reason is still the same: Sanders legacy lingering out there: business model which does not exist, it never was there as the matter of fact. Arrogance, lots of it. Designing new products today, turning 32 bit devices into 64-bit, making another mobile CPU, all that is very hard work but it is doable. How do you make money on them is totally different ball game, which AMD has never figured out...
IMHO it is almost funny, but please use your brain, feel free to say whatever you think is right but do not manipulate the facts.
The Facts:
Intel: total cash: 16.02B, total debt: 686.00M
AMD: total cash: 1.08B, total debt: 1.87B
Only using these numbers you have no right to say that Intel's future is equally unpredictable as AMD's. Just look at the numbers and think a little. It helps. (Maybe you need some rest?)
willowy |
