Intel Vs. AMD: Competitive Prospects

Paulo Santos
Investing Group Leader

Summary

  • This is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.
  • It covers the desktop, laptop and server segments.
  • There are changes happening, and more will be coming, to this competitive positioning.
  • Looking for a helping hand in the market? Members of Idea Generator get exclusive ideas and guidance to navigate any climate. Learn More »
Intel and AMD processor cpu close-up for computer new generation

Vedat OGUZCAN/iStock via Getty Images

This article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) on the CPU market. Namely, on its three main segments: desktop, laptop and server.

The

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This article was written by

Paulo Santos
24.25K Followers

Portuguese independent trader and analyst. I have worked for both sell side (brokerage) and buy side (fund management) institutions. I've been investing professionally for around 30 years.

I have a Marketplace service here on Seeking Alpha called Idea Generator that's focused on deep value, real-time actionable ideas based on valuation and catalysts. The Idea Generator portfolio has beaten the S&P 500 by more than 74% since inception (2015).

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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