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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 232.33

+3.9%

9:42 AM EST

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To: Vattila who wrote (33645)	10/30/2019 11:46:31 AM
From: neolib	Read Replies (2) of 73635

The argument for Intel IMHO is that they have far deeper pockets than AMD, and are now clearly spending money to try righting their ship. Intel still does have the higher performing core, AMD can't quite close that gap. AMD has the better scalable architecture with chiplets and I/F currently. So a plus and minus for each side. Is it easier for AMD to close the core gap with Intel or for Intel to close the chiplet/interconnect gap with AMD? How do you think of Xe graphics in 2020 and beyond impacting your view of AMD?

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