[quote=Myriad]Probably a good time to sell AMD. The valuation is ridiculous at the moment. INTC is starting to look cheap again – maybe when it gets to $40[/quote]

I don’t know. I just convinced our it Dept to hold off another Xeon server purchase, and they are going to go with a new Epyc Rome server when it’s available…

We are already using second generation Threadrippers for some engine related work…..

I think Intel is in trouble , at least for 2019….They are still having 14nm capacity issues and 10nm is still not available yet. OEMs include Dell and HPC are already ramping up OEM builds with AMD due to the Intel CPU shortages..

Ryzen 3000 series on 7nm launching 7/7 along with Navi on the new architecture…maybe the tides will change in 2020..

but so far $329 for a Ryzen 3700x is a pretty compelling reason why AMD is eatting Intel’s lunch.

AMD has locked in the higher end GPU to cloud gaming offered by Google, Microsoft, and also consoles like PS5 and supposedly the next gen Xbox. It is the going vendor for Apples higher end graphics systems…. And Apple eventually supposedly is ditching Intel x86 for ARM.

I am going to wait until Intel’s fog clears which probably won’t be until 2020

Things are trading on lofty expectatios on this generation which seems like will be on target. 2020? who knows.

I am wondering which company will hit $40/share first.. AMD or Intel.