Referring to “a recent tech conference” — which may be the “Hot Chips” event in California, which was a source of upbeat feeling on AMD from Canaccord Genuity’s Matthew Ramsay a week ago — Johnston writes that the latest data presented by AMD about the “ramp”...

Over the transom this afternoon came a piece by Jeff Johnston of boutique firm Arthur Wood Research on Advanced Micro Devices (AMD), arguing that it is finally going to take market share back from Intel (INTC) in server computers with its recently introduced “Epyc” chip.

Over the transom this afternoon came a piece by Jeff Johnston of boutique firm Arthur Wood Research on Advanced Micro Devices (AMD), arguing that it is finally going to take market share back from Intel (INTC) in server computers with its recently introduced “Epyc” chip.

Referring to “a recent tech conference” — which may be the “Hot Chips” event in California, which was a source of upbeat feeling on AMD from Canaccord Genuity’s Matthew Ramsay a week ago — Johnston writes that the latest data presented by AMD about the “ramp” in production of Epyc is making him “incrementally” more “confident” that "AMD is proceeding very well with penetration into the server market where the company has zero share."