Intel Stock Forecast: Intel Has A Loyal Customer In Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First.

Intel Has A Loyal Customer In Apple


  • The top PC and server hardware vendors have announced their support of AMD’s Ryzen and EPYC processors.
  • AMD has an exclusive supply deal on discrete GPUs for Mac and MacBooks. Apple has so far stayed quiet about Ryzen, Threadripper, and EPYC.
  • Intel obviously has a very loyal processor customer in Apple. Ryzen may find some support among Windows/Linux computer builders but the Mac remains Intel Inside forever.
  • Apple is the world’s no.4 PC vendor. The long-term prosperity of Intel on desktop processors is safe as long as Apple keeps ignoring AMD’s new Ryzen processors.
  • I rate INTC as a buy. I Know First still has positive near and long-term algorithmic forecasts for INTC.

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