$Advanced Micro Devices(AMD)$

the future is what investments are all about, and INTC $Intel(INTC)$ is going to be a poor one. AMD has beaten Intel, the game is over for good, and NVDA $NVIDIA Corp(NVDA)$ is next in line. AMD has a good chance to double or triple from here within a year or two, perhaps in less time. If the SP goes crazy like NVDA did, a double or triple is a conservative estimate.

As for INTC, I will not touch it, not until the corporate structure is modified to fix the rot. INTC has to split up into separate manufacturing and design, as two completely independent companies, with no attachment to the other. In addition, the top leaders, including the BOD, has to be replaced and brought in from the outside. The leadership change is needed to fix nepotism, incompetence, corruption, and a toxic corporate culture. I mean really from outside the company, not someone like Pat who dropped out of INTC for only for a short time, he's in reality a deeply entrenched insider full of the same toxic baggage that made Intel into the festering mess that it is.

# Semiconductor Companies & Industry DIG

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  • INTC needs a major corporate overhaul to address its issues.
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  • Just my two cents.
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