zoeyPahang
2023-03-07

Great ariticle, would you like to share it?
@bumpy：
$(INTC)$ Many of us who invested in Intel ($(INTC)$) during those years remember overpriced acquisitions and squandering of capital. And Intel's overpriced purchase of Altera? Aside from price, probably a good move but $(AMD)$ is the leader in FPGA market share today. Neither company sat on their hands following AMD's collapse, but one was clearly a better allocator of capital and saw the need to expand beyond client computing. As Lisa Su brought AMD from near bankruptcy, Intel committed another self-inflicted error in promoting Brian Krzanich. Starting in 2014, Lisa Su set AMD on the path to Data Center, Cloud, AI and Gaming while Intel continued on the path to mediocrity. If you look at these companies today, both are suffering from the decline in client computing, just as they did in 2014, but one is suffering a lot less. We should hope that both companies succeed.
$(INTC)$ Many of us who invested in Intel ($(INTC)$) during those years remember overpriced acquisitions and squandering of capital. And Intel's overpriced purchase of Altera? Aside from price, probably a good move but $(AMD)$ is the leader in FPGA market share today. Neither company sat on their hands following AMD's collapse, but one was clearly a better allocator of capital and saw the need to expand beyond client computing. As Lisa Su brought AMD from near bankruptcy, Intel committed another self-inflicted error in promoting Brian Krzanich. Starting in 2014, Lisa Su set AMD on the path to Data Center, Cloud, AI and Gaming while Intel continued on the path to mediocrity. If you look at these companies today, both are suffering from the decline in client computing, just as they did in 2014, but one is suffering a lot less. We should hope that both companies succeed.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet