AMD's share price has overtaken Intel for the first time in history

[WYP]

Intel's 7nm woes have seen AMD's value soar.



Read more about AMD's Share price rising above Intel's.

 

[Dark NighT]

It just shows that short term gain and not planning for any problems and delay's can cost you the game entirely, and given intel's attitude as of late, they totally brought this on themselves. i didn't think it would be possible for AMD to overtake them but intel had been dropping the ball so hard, they made it so easy for AMD to do it.

 

[WYP]

It just shows that short term gain and not planning for any problems and delay's can cost you the game entirely, and given intel's attitude as of late, they totally brought this on themselves. i didn't think it would be possible for AMD to overtake them but intel had been dropping the ball so hard, they made it so easy for AMD to do it.

Intel's market cap is still way ahead of AMD, it's just that Intel has more shares out there. Even so, allowing AMD to get a higher share price is bad news for Intel. This drop was years in the making.

 

[Dark NighT]

Yeah they do have a boatload of money but if they keep screwing up like this it really doesn't matter to have such capital when no one really trusts them to deliver exciting new stuff untill they get their act together and sell good products without delay, nonsense or lacking features that are present on the competitor's side.

 

[NeverBackDown]

Intel are still more trusted and still have more software and support for large companies which is where most of their money comes from. They have more experience and that is a large factor when companies are purchasing billions of dollars worth of hardware.

It's still why they maintain the vast majority of market share.

It'll be a long time before Intel falls. They'd need another 3-5 years at their current pace. They will likely turn it around by then.

 

[WYP]

Intel are still more trusted and still have more software and support for large companies which is where most of their money comes from. They have more experience and that is a large factor when companies are purchasing billions of dollars worth of hardware.

It's still why they maintain the vast majority of market share.

It'll be a long time before Intel falls. They'd need another 3-5 years at their current pace. They will likely turn it around by then.

Yeah, this is by no means a killer blow for Intel. It just sets them up for a few years where they will bleed market share. They just need to sort out their internal issues and address things before things get really bad, which will take years.

 

[demonking]

With such a crazy swing I wonder if it was those selling Intel shares buying AMD shares.
I don't think the news of 7nm being delayed has done well for intel. Not only are intels customers looking to alternatives, so are they're investors.
If the GPU's aren't well received, if they launch this year, then we could see them in trouble. 10nm has already cost them dearly, a bad GPU launch is not what they need right now

 

[AngryGoldfish]

Yeah, this is by no means a killer blow for Intel. It just sets them up for a few years where they will bleed market share. They just need to sort out their internal issues and address things before things get really bad, which will take years.

And Intel had such a stranglehold on the market for so long that what we're seeing now is more like the market we had prior to that. So realistically, Intel is losing only 5% of their 90%, meaning they still have 85%.

Obviously those numbers are butthole numbers, but still.

 

[Avet]

It may be the current state of the makret, but AMD hasn't even made a dent in Intel's armor. No investor is going to abandon blue and jump to the red side. It is not like investing in a new rig for the next couple of years. Intel has had absolute domination for well over a decade. AMD, well, it has been a Rollercoaster ride for them. Despite everything Intel has gained revenue increase over the same quarter last year. And they have done the same thing year, after year. Consistency is what matters to investors.

Yes AMD is offering better CPUs for less money, bit that is it.. Only CPUs. Intel is offering much, much more in their package. Both hardware, and software support and troubleshooting. Guaranteed compatibility. Intel has more software engineers than AMD has employees. They don't even play in the same league. Although it might look like it at first. That by far overcomes few points extra in benchmarks.

Don't get me wrong. Having AMD there to nudge Intel is amazing. We got 50% price decrease on HEDT, 4 core CPUs are obsolete, games and software are massively getting optimized for multithreading, performance increase is gettining bigger and bigger over the past gen hardware, things are moving fast, all thanks to AMD. But they are so far from being able to dethrone Intel.

 

[AlienALX]

Obviously those numbers are butthole numbers, but still.

Bumary. All number 2s.