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borusa

08/25/16 11:43 AM

#146591 RE: morrowinder #146590

>I don't think AMD will beat Intel at all.

You don't think AMD will go from less than one percent in the server market to 2 or 3 percent?

If AMD were to gain share in the markets where it competes with Intel, I would think that would be a win.

If by "beat" you mean trash Intel, take half or more ... That will take much longer, if at all. In the near future, a year from now, I expect AMD to be on the raise.

What do you think?
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borusa

08/25/16 12:22 PM

#146592 RE: morrowinder #146590

> And I mostly want income.

Why not ride AMD up for a few month to a year + or -, then if/when Intel SP is beaten down (higher yield), or fundamentals are stronger, jump back in??