AMD: Advanced Marketing Devices
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Investment Thesis
In my most recent AMD (AMD) coverage, I have been bullish on the stock. However, in this article, I would like to set the record straight on technology, as it seems AMD fans have been too hastily starting to run a victory lap.
In particular, it has been claimed that AMD has now leapfrogged Intel (INTC) in three key areas: process technology, packaging technology, and core micro-architecture. I would contend all three of these…
