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,...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details