Technology
AMD: Outplaying Intel – Seeking Alpha
Comparing AMD to Intel, I find AMD to be quite similar to postwar Japan: An emulator of innovation that somehow manages to outperform the original innovator.
I recently wrote an article on Advanced Micro Devices (AMD). Specifically, my point was that Apple (AAPL) switching to ARM processors is actually a blessing in disguise for AMD. I also touched on the potential detriments to Intel (INTC) that come with the move.
But now, I want to further elucidate my thoughts on the AMD-Intel war. The main reason I felt compelled to write again about AMD is the news that came out just as my article was published. Said news is not yet posted on Seeking Alpha, so…
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