Intel Corp (INTC)

[mas]

Server customers are also conservative in that they take their time even upgrading the next iteration of their current favored architecture. Where I only see Rizen making an immediate impact is in hpc orientated sites but that is not a huge market. To me it looks like a 2017 version of a chip like the last Mac IBM PowerPC or even Itanium, generally competent and even great in hpc niches but not great all-rounders.

AMD did not go from 2 to 15 on that basis but on the thesis that AMD spread that they had a cooler Core killer which they clearly don't. Intel may have to cut prices to accommodate the stiffer competition but they have room to do so as they have not had any serious x86 competition in a decade and have made serious fat margin hay during that time with scope for cuts which trade margin for more sales. AMD stock will fall further as all those big institutional boys who bought shares/notes at 7 will want to take profit while they can now that retail momentum has turned south.