Re:AMD Reports Q2 2020 Earnings
by Recurecur on Wednesday July 29, 2020 @07:15AM
(#23985442)
That is how Intel is hanging on...
The problem for Intel is AMD is putting out a clearly better value proposition in the high-margin server space, with single socket systems beating Intel dual socket systems, and other advantages like more PCI lanes and lower power consumption.
That will drive Intel prices, and margins, down. That means a lower Intel stock price as probable future earnings shrink.
The problem for Intel is AMD is putting out a clearly better value proposition in the high-margin server space, with single socket systems beating Intel dual socket systems, and other advantages like more PCI lanes and lower power consumption.
That will drive Intel prices, and margins, down. That means a lower Intel stock price as probable future earnings shrink.