[hardware2win]

I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1

It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs.

Foundry businsss is crazy and has waaay higher entry level

[j_walter]

What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?

[hardware2win]

Well, it is not like they arent aware of it.

They were pretty open about this on some earning calls and how do I see it?

I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc

[j_walter]

I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.