I had seen this coming a mile away and I believed it was a very bad deal for cash strapped AMD at that time. SeaMicro was a startup built on vaperware and there was almost no significant revenue for the company. When it was shopped around, no one wanted to buy it. AMD could have waited a couple of months for Seamicro to run out of money and buy the company at auction instead. Don't know what Rory Read was thinking at that time. I bet this was one of the major reason that he was fired.
Yes, I know Zen/K12 is a long way off but when it comes out, AMD will quickly gain market share in server space. It is almost a sure thing. Intel of course will lower its server chip price to combat this but server buyers will definitely give AMD a shot in order to gain longer-term leverage over Intel. I just hope AMD can survive long enough to see that day coming.
The problem is the lack of transparency or roadmap from AMD. There was no 2015 roadmap update this year. We don't know when Carrizo APU will be released and we don't know when R9 300s lineup will be released. We don't know when Zen/K12 will be released. Maybe there is competitive secrecy in play here but AMD had been exceedingly secretive compared to Intel and Nvidia. Maybe it is the weaker player tends to hide its cards or maybe AMD simply is a mess and nobody knows when products will be ready or maybe the news is just too depressing to be released.
Each quarter's conference call is full of vague language and getting any concrete information is harder than pulling teeth. What about Skybridge? What about dense servers? What about commercial GPUs? What about embedded chips? What about semi custom wins? What about Seattle ARM server chips? No news. Zip. Cricket. I am sick and tired of this company lately.