Intel Corp (INTC)

[Unkwn]

Some words about AMD's competitive road map that has been presented at CES. Seems like a very well focused portfolio. Especially the integrated graphics part should give AMD quite an edge due to the higher graphics performance at competitive CPU performance, power efficiency and lower cost. Looks like excellent execution on AMD's side.

Redesigned 12nm Zen parts with 12nm as power efficient as Intel 14nm+, according to AMD, will likely close the single thread performance gap further, with higher multithread performance than Intel offers. 7nm foundry then on par with 10nm Intel. We'll see who'll is first. Wouldn't bet on Intel. Losing market share and increasing capital expenditure for coming nodes is a poisonous combination for Intel. Could become a target for a nice short even.

In the meantime, Intel management is busy dumping its shares and let their HR guy lead the security team. Ridiculous, don't you think?