Intel Corp (INTC)

[chipguy]

I am looking forward to seeing the discussion shift back to INTC rather than other companies.

I am afraid that with the release of Zen based products in the
near future that mention of AMD strategy and competitiveness is
just beginning up again.

To an astounding extent AMD has just been a complete non factor
in the sales and pricing of all Intel products across all markets
for many years. To a large extent ARM had replaced AMD as the
"other" when talking about Intel plans and then only in terms of
attempted penetration into new markets. Intel's main business
was effectively competition-less and dictated entirely by the
health of the x86 server and PC markets themselves.

To some extent this will change over the next year or so if Zen
is half way competitive and is aggressively priced.

Expect a lot more talk about AMD and its products here, not less.

IMO that will be a welcome change, back to the technology dog
fights rather than existential angst and philosophical crap of
bored people.