https://wccftech.com/amd-scored-big-points-against-intel-in-microsoft-surface-battle/

The latest design win for AMD (NASDAQ:AMD) from Microsoft (NASDAQ:MSFT) is a big deal, not just for the technology that is going into the Microsoft Surface platform, but also for the financial benefits this win will bring to the company. Intel (NASDAQ:INTC) has long been a dominant player in the OEM space and especially in the ultra-thin market and with this product announcement the first real cracks are starting to show for the chip goliath.  AMD, it should come as no surprise to our readers, has grown considerably in the DIY marketplace with reports showing the company outselling Intel by a large margin at certain retailers. The areas in which it is was much slower to pick up steam was in the OEM and Datacenter. That is now starting to change with the well-positioned and powerful new products AMD is releasing.

Lynx Equity Strategies analysts are looking at the competition between AMD and Intel as a “zero-sum game” and this round goes to AMD.  They still are expecting revenue and earnings from AMD to come in line with current estimates but feel this is a multi-year story where the company has focused clearly on the competition and made large gains over the recent years.  They are quoted as saying, “The architectural advantages AMD designs in servers and PCs is magnified by the manufacturing muscle TSM brings to the table. TSM’s recent increase in 7nm capex is a clear positive for AMD, even as INTC’s production ramp of 10nm server CPU is at least a year away. We see AMD headed up for the $40 level by year-end and INTC headed down for the $45 level.”  Unfortunately for AMD, they did not see much in the way of gains in today’s market with the response best labeled as tepid.