Where new school techies and old school dinosaur investors clash heads is on historical versus future success. No story is better represented by that than the still-smoldering battlefield between armchair investors about Intel (INTC) and AMD (AMD). I don’t need to educate most anyone about the scathing response by Wall Street to Intel’s production delay into 7nm. We don’t need a dissection of the stock chart for AMD to comprehend that they are currently priced to rob Intel of massive market share in processors.
I won’t take a stand on that hairy debate, or on other similar discussions that really illustrate the growing divide between “growth” and “value”, though the same nuts and bolts concept I provide with this analysis on TSMC’s (TSM) recent results can be applied to other hardware debates (and maybe one I can elaborate on if there’s enough interest):
Traditional servers IBM (IBM), Hewlett Packard Enterprise