Intel Stock Forecast: Why Intel Is The Superior Investment
This 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.
Summary:
- My October 7 article at Seeking Alpha concluded that Intel is the best stock to own if you want to bet on the semiconductor industry.
- Intel’s 96% market share in data center processors and 84% share in desktop PC processors made it the better investment than Advanced Micro Devices.
- Intel is a safe long-term investment because server processor buyers and PC manufacturers remain very loyal to Intel.
- AMD can sell cheaper Ryzen processors and win some market share away. However, most PC builders and server/data center owners still prioritize Intel.
- Top PC manufacturers continue to ignore Ryzen because they already bought and stockpiled Intel-compatible motherboards, RAM, and other PC parts.