AMD can beat Intel in the wake of the crisis

Intel has fallen into a difficult situation, it is preparing for a fall in sales and warns shareholders of dismal financial results (they have already announced that sales in Q4 will be $ 1.5 billion lower than forecasted). In this situation, one would think that if a giant like Intel (they have $ 12 billion in a bank) suffers from a crisis, then AMD’s small competitor (they don’t have a cache at all, but the company is unprofitable) will not survive the financial difficulties and soon go bankrupt. At least, traders on the stock exchange reason like this, and the stock price of AMD almost exactly repeats the tricks of the stock of Intel. That is, the negative news from Intel is automatically extrapolated by the market for AMD.

But in reality, everything can be quite the opposite, this is stated in the NY Times author column . If you think about it, it will become clear that AMD, which specializes in making cheaper chips, can just take advantage of the crisis, because it is these - budget solutions - that can now be in high demand.

In fact: unlike Intel, the leadership of AMD has not yet lowered the sales forecast for Q4. They specifically moved the press conference on this issue for the week ahead. Why? The answer is simple: to look at sales results on “Black Friday” (November 28). This day is traditionally the main day when Americans buy Christmas presents, and it will show how the crisis will affect the buyers of computer equipment.
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Analysts' preliminary reports confirm AMD's hopes: this year, 40% of American buyers are going to spend less money on gifts than last year. The crisis in the economy can really play into the hands of AMD, although the views of consumers seeking to save money can turn in the other direction - for example, to netbooks at a price of $ 199 (and Intel's Atom processors are already there).