Part 14/16:
AMD adapts to specific niches: Its open ecosystem approach and large enterprise deals make it a formidable challenger in certain segments.
Long-term potential exceeds current market caps: Both companies could see valuation multiples expanded if they succeed in capturing new markets.
Beware of flawed assumptions: Predictions based solely on market share or current size miss the point—future growth often depends on disruptive innovation and creation of new markets.