Tuesday, February 18, 2014

AMD, Intel and Nvidia

My newest at Seeking Alpha:

Diverging Strategies Make AMD, Intel and Nvidia All Buys

Strangely, between the time I wrote this article and it appeared at Seeking Alpha, AMD indicated it would no longer be making new CPU-only processors for PCs. All of its processors models (probably starting in 2015) will have a GPU component.

This furthers my thesis that Intel will be able to increase prices for many of its CPUs. AMD will benefit from concentrating on its APUs (for PCs, which are category killers. It will also be able to put more resources into its server and pure GPU efforts.

I own AMD stock. I reserve the right to buy Intel (INTC) or Nvidia (NVDA) at any time it suits me. Or not.

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