If you buy shares in Intel, you receive a 3% yield on your money. AMD doesn't pay a dividend. Intel is making new 52-week highs, and AMD's 2013 advance has stalled in 2014. I know there's a lot of attraction towards AMD due to its low share price but the price is what you pay, value is what you receive.

Does the above indicate AMD should be sold to buy Intel? Not exactly, in fact, I think an 80/20 holding is appropriate or 80% Intel and 20% AMD. AMD's progress in graphic processing units (GPU) is impressive. Apple (AAP)L announced the use of AMD's dual FirePro professional graphics solutions in its new Mac Pro.

Apple is such a large customer that it significantly moves the needle for AMD. Apple's confidence will undeniably influence other computer makers to consider AMD over Nvidia (NVDA) and Intel.

AMD's GPU success reportedly could increase its graphics chip market share to 30% by the end of this year. AMD faces intense competition from graphics producers NVIDIA and Intel. For AMD, exceeding 30% is anything but certain.

That said, Intel is ideally positioned to exploit the expected trends in processors. The ability to achieve Moore's law through transistor density is reaching natural limits with current technology due to electrons' ability to cross a conduit gap if paths have too close of proximity to each other. However, using multiple processors inside the same computer is one viable solution to increase computing power.

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You've likely seen computer's advertisements with multiple cores. More processors within one device is only one way for Intel to continue driving revenue and profits. Another, even more exciting strategy is setting DRAM within the CPU instead of outside on the motherboard.

Traditionally, memory on the motherboard is a bottleneck for CPUs and GPUs. GPUs mitigated performance reductions through L1 and L2 memory cache. Other than low-end budget machines, GPUs use their own, high-performance graphics memory.

Intel has a superior solution that may change computer design and will lower operating costs. Instead of limiting to L1 and L2 cache on board, Intel is actively working on moving all or at least significantly more memory on-chip and as close to the processing cores as possible.

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