Advanced Micro Devices Inc (AMD)

[AnotherInvestor]

AMD is in a better position than ever before, due to one big reason: Intel.

Intel used to pick on AMD full time, and for good reason. But Intel took their eye off the ball, and now ARM is eating Intel's lunch, in regards to the computers people use daily. (They have been for years).

Intel can afford smart people, and if they don't focus a lot harder on ARM, then they're going to slowly waste away. They have to focus on ARM if they want to make it.

They must be figuring that out by now, but it's painful for them. The market's already starting figuring that out too; in order to put that another way, a lot of people know that already, and more are realizing everyday.

All this is good news for AMD, because they can grow without being Intel's main target. It's all part of the churn.

I look forward to people that disagree, as long as they keep it fact based.