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Intel's revenue is 54B to AMD 22B. If Intel's CPU division was spun off, I see little reason to believe AMD deserves a 3x premium to that - and you get IFS with Intel as well right now!

Granted, IFS is the millstone hanging around their neck right now, unless they can fix it.

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Intel still has 75% of data center market share (for CPUs). I think this is mainly momentum and they will lose most of it in coming years.

To add to that, AMD's has the more lucrative higher-margin part of that market.

Why focus on revenue instead of income? Regardless of what Intel’s revenue is, they’re losing money. AMD is earning.

Losing money for one financial year is not a good enough indicator to draw conclusions.

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