Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Applied Micro's X-Gene Proves Uncompetitive

Over the last year or so, I have been extremely bearish on Applied Micro's (NASDAQ:AMCC) prospects as a server CPU vendor. In particular, I have believed that the company has made a number of dubious claims with respect to the performance and power of its upcoming server-oriented processors. In short, this story seemed "too good to be true." We now finally have a representative data-point for the performance and power consumption of the first generation X-Gene part from Applied Micro and, as expected, they aren't pretty.

Decent Performance, But A Power Guzzler

The industry standard benchmark, particularly for servers, is known as SPEC CPU, and the latest iteration is known as SPEC CPU 2006. Over at Heise.de,...

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