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28 points doener | 2 comments | | HN request time: 0.424s | source
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soramimo ◴[] No.42211649[source]
Fwiw, I had always been an AMD fan boy over the past 20 years as it felt right to support the underdog. I just bought an Intel last year for that very reason (and also to support Chip manufacturing in the US to maintain capacity in case of conflict in Taiwan).
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isthatafact ◴[] No.42217721[source]
Intel still has about twice the revenue as AMD, so I am not sure how to see them as an underdog -- they have really maintained a death grip on market share in some segments even when their chips have not been at all competitive.

And a big portion of Intel chips are now made by TSMC in Taiwan anyway. I have the impression that the US government will make sure they have enough money to get back to having their own competitive factories.

Besides that, due to their anti-competitive practices and other issues, I suppose I think the company does not deserve any charity -- they only stopped paying dividends a few months ago, and stopped stock buybacks a few years ago.

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1. soramimo ◴[] No.42225606[source]
I think a better indicator is market cap. Here AMD is about 2x that of Intel.
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2. isthatafact ◴[] No.42229707[source]
A factor of 2 is within the noise, but I cannot really comprehend the concept of buying a product because their company stock is cheaper than their competitor. The only ones benefitting from that here are Intel investors who have held on despite the serious publicly visible company problems for at least the past 5 years, and then are surprised that their dividends have disappeared. Why do they deserve a gift?

If the goal is to encourage a competitive chip market, Intel stock price is healthy enough that it could be used to raise cash for the company if needed, so there is no significant imbalance there -- as opposed to 10+ years ago when AMD stock was much lower when they looked to be at risk at bankruptcy