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A comment on Intel publishes misleading benchmarks against AMD. Parent comment

Re:Intel publishes misleading benchmarks against AMD by riku_iki on Wednesday November 06, 2019 @09:35PM (#21469882)
> 90 PE

High P/E can mean that company reinvests profit to the business, instead of stockpiling it. Amazon has 80 P/E for example.

I would be more concerned about very moderate revenue growth, looks like consumers don't rush switching to AMD.

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Re:Intel publishes misleading benchmarks against AMD by NicoJuicy on Wednesday November 06, 2019 @11:21PM (#21470358)
DIY builders already changed ( https://www.amazon.com/Best-Sellers-Computers-Accessories-Co... ) and OEM's will probably join.

I think one reason their PE is so high is because their price is very competitive and they are very slow on raising average sale price.

It's only very recently that the flagship of Microsoft changed to AMD. I'm waiting for some OEM's to follow after this. This happened on the end of previous quarter. As explained before.

I think the cloud custumors can change faster than the consumer market though. As they will analyze price with performance and AMD has another year of "playing around", until 2021 or even 2022

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