Over the weekend Barron’s put out a piece touting AMD’s chances of taking share in the mainstream server market that belongs to Intel with its SeaMicro microserver acquisition, a development that would tickle its tiny stock price, if it ever happened. But even the thought of it, although the possibility is a ways off, tickled the shares Monday.
“SeaMicro’s technology looks good; its management team, astute; and the market opportunities, promising,” the story said.
It was the opening salvo for myriad articles sketching out AMD’s already tipped plans to make its first ARM chip, a 64-bit processor that it expects to have sampling in the first quarter of 2014 with production following sometime in the second half.