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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: xun who wrote (32)	7/15/2010 6:06:36 PM
From: xun	Read Replies (2) of 95

On the call: - SI later this year. - Ontario to ship in Q4'10. - Llano to ship in 1H'11 due to 32nm delay. - Q2 5% to Q1 - 45% margin, up 3% sequentially - Seasonal 8% in Q3 - Ontario revenue shipment in Q4 - 32nm yield below expectation - Llano delayed for a few months - OEM up in AMD+ATI adoption - Ontario for netbook/small form factors - Llano for performance - Enterprise a matter of fulfilling current offerings - Client PC is lowest priority - Ontario on 40nm bulk in TSMC - End user picture looks good - Server gains in Q3 - R&D flat over Q3/Q4 - Ontario targeting netbooks and low-end notebooks - Europe tight supply chain with low inventory - China good quarter, no change in guidance, optimistic - Llano in GF only - GPU supply limited - Chipset is doing very well - Tablet vs netbook not much change, a little overlap - Ontario DX11 GPU is the game changer - Improving utilization - 2 quarters of marketing impact - Notebook design wins lowering down GPU ASP - 32nm SOI HKMG learning curve - IE9 enabling compute offload using GPU - Working on the debt is a top priority (2.4B now) [Comment] OK, it's the 32nm difficulties that brought down the share price in the last few weeks. That would be a big watch-out item in the next 3 months. Still loaded. We shall see. Short term battle line is back to 7.68.

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