Matthew Ramsay of Canaccord Genuity has today moved forward to express his perspective regarding the series of announcements that have been made in the course of this week at the Computex computer conference in Taipei, Taiwan, from the Big three: Advanced Micro Devices, Inc (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC) and NVIDIA Corporation (NASDAQ:NVDA).
Ramsay, who reportedly is said to have a Hold rating on Intel stock and of course Buy ratings in both AMD and Nvidia while speaking to a number of top news reporters went ahead to outline that the three giants all made interesting announcements this particular week.
The top executive noted that indeed Intel had made a progressive move and was now a proud owner of a new “Core X” parts for “top-end” computers, writing that “”Core X-series is an amazing lineup.”
According to the top official, he is a great believer in the fact that AMD is indeed capable of taking the desktop share from Intel with the “Ryzen” parts that have as a matter of fact been unveiled this particular year.
While addressing a number of top news reporters, one of the company top officials said, “While we believe Intel will maintain dominant market share and a sustainable leading position in the CPU market in terms of software breadth and raw CPU performance (enhanced further by Optane SSD support in certain applications including gaming), we believe AMD’s new 14nm Ryzen processor lineup offers both competitive performance metrics and aggressive pricing and could take incremental share from Intel starting in Q3/1”
Well, one thing that is for sure regardless of the scope of things you may choose to take is the fact that matters have in one way or the other been improving for Intel. However, we can’t move out and declare that out rightly. Instead we should just let things unfold.
At the moment, AMD has already kick started the marketing of its integrated CPU/GPU single-chip gaming systems, and some tip analysts have moved ahead to give its word in relation to the matter citing that the Max-Q program will prove critical for NVIDIA to actually uphold its top market share.