Advanced Micro Devices Inc (AMD)

[facsnotfiction]

Chipguy, Server chips have better margins. And AMD is going to keep growing it's marketshare in this arena, while exerting pricing pressure on those underperforming Xeon chips. Don't forget AMD is up 2% YTD while Intel is down 14% YTD. Let's not also forget how Intel has completely dropped the ball on the desktop which will likely rebound very strong in the second half of the year, as laptop sales cool off. Looks like your alter-reality all comes crashing down.