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Rosenblatt Securities’s Hans Mosesmann this morning reiterates a Buy rating on shares of chip maker Advanced Micro Devices (AMD), after reviewing some of the past week’s coverage of the company’s recently introduced parts, and finding encouraging signs for the company vis a vis Intel (INTC).

Mosesmann, who has a Sell rating on Intel stock, cites one piece from May 17th by The Next Platform’s Timothy Prickett Morgan that concerns the “EPYC” server chip that AMD unveiled a week ago Monday at its annual analyst meeting. Morgan writes that AMD is going to take on Intel by offering so-called single-socket chips for servers that are as good on performance as Intel’s, while saving customers 30% of the total cost of an Intel part that is “dual-socket."