Advanced Micro Devices Inc (AMD)

[ARZ62]

Trees don't grow to the sky you know...
When I read your messages it seems like AMD's share price has no limit to you, which is a slightly dangerous way of thinking.
I'm out from AMD until a strong consolidation occurs.

I recently bought TSMC and I'm looking at ASML too (but for the last one it seems a little bit too late).

At the long term Intel is going to be fabless. Intel is good at chip design level, but their fabs are facing huge issues that they probably won't resolve anytime soon.

In other words, TSMC is going to win, no matters what happens with AMD's CPU design.