Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Dan3 who wrote (87447)	8/22/2002 10:22:43 AM
From: Joe NYC	Read Replies (2) of 275872

Dan, Take a look at the last slide of the Opteron presentation (in comments): Short-term outlook In the near term, Jerry expects AMD to benefit from the inventory replenishment cycle going on in the semiconductor industry. However, Jerry said the PC business will not benefit from replenishment and will be more reliant on market conditions. “Longer term, we'll be back in command of our destiny if we keep on our roadmaps for technology and product enhancement.” Jerry said three things will improve AMD’s competitive position going forward: The addition of a ninth layer of level to the AMD Athlon XP processor, which will give it more headroom on clock speed at any given technology. The additional L2 cache as AMD moves to 130nm technology The introduction of the Hammer family of processors And three factors will contribute to AMD’s future success Small die through design excellence and architectural superiority Rapid deployment of SOI (silicon on insulator) technology AMD’s partnership with UMC, that will help us move to 300mm wafers faster and with less economic impact than we would have accomplished on our own Long-term outlook Jerry said he and Hector share two long-term goals for AMD: To be number one in flash memory by the end of the decade. “We'll be number one because of an enhanced relationship with Fujitsu, our joint venture partner.” To be number one in microprocessors by the end of the decade for computation, media and information access. Jerry said this includes Alchemy, PC and server processors and the new family of Internet access devices and games, but excludes automotive micro controllers. Jerry believes AMD has an opportunity to substantially outperform the industry in growth over the balance of this decade. “We are in fast-growing, large markets and we can gain share because of our improving product positioning. Joe

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