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Re:Intel Honesty by Panzer04 on Thursday September 05, 2024 @02:11AM (#41454024)
Intel's revenue is 54B to AMD 22B. If Intel's CPU division was spun off, I see little reason to believe AMD deserves a 3x premium to that - and you get IFS with Intel as well right now!

Granted, IFS is the millstone hanging around their neck right now, unless they can fix it.

Re:Intel Honesty by bluecalm on Thursday September 05, 2024 @03:15AM (#41454331)
Intel still has 75% of data center market share (for CPUs). I think this is mainly momentum and they will lose most of it in coming years.
Re:Intel Honesty by yvdriess on Thursday September 05, 2024 @07:26AM (#41455541)
To add to that, AMD's has the more lucrative higher-margin part of that market.
Re:Intel Honesty by eric-hu on Thursday September 05, 2024 @02:46PM (#41459406)
Why focus on revenue instead of income? Regardless of what Intel’s revenue is, they’re losing money. AMD is earning.
Re:Intel Honesty by valval on Saturday September 07, 2024 @04:16PM (#41476205)
Losing money for one financial year is not a good enough indicator to draw conclusions.