AppliedMicro (AMCC -2.8%) thinks its ARM server CPUs have a 12-18 month lead on rivals, notes Williams Financial. Moreover, AMCC's history as a telecom chipmaker has helped it develop interconnects and switch fabric chips to connect its CPUs, and a slew of value-added features. It hopes to commence sales by Q413 or Q114. Marvell and AMD are also going after the ARM server CPU market (I, II), expected to grow quickly thanks to demand from Internet companies and others looking to make their hardware as dense and power-efficient as possible. (Intel Centerton)
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