I like a man who makes a bold play but if that man is wrong, he becomes a joke. He is guessing with his already negative view of Intel as his start. Intel did not miss. We know this because they did not warn. Thus Bernstein is Roadkill.
Have you heard that AMD is a money losing joke with almost no chance of winning the chip wars? Have you seen the company implode each year? Your pumps look desperate. You will lose money betting on AMD and your pain will be my gain.
It stinks and needs to be flushed.
Five years from now or much sooner AMD will no longer be making CPUs . It is highly likely that it will be Roadkill in the next few years.
How is AMD going to afford to leave silicon for new materials which will be necessary to shrink and increase chip performance?
By the way.
Donald Trump is the Manchurian candidate. He will shoot his mouth off wrecking the other GOP.