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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 (63)	1/20/2011 5:55:47 PM
From: xun	Read Replies (1) of 95

AMD reported Q4'10 earnings that is inline with my expectation. I am on a limb predicting that Rick Bergman will be the next CEO of AMD. Now, on the call: Shipped 35 million DX11 graphics. Shipped 1.3 million brazos last quarter. Llano is on schedule to ship in Q2. Orochi is to ship in the second half (late summer). Now is IP generating company. Looking for other opportunities. Opex guidance flat in Q1. Margin guidance flat in Q1. Tablet cannibalization of notebook is limited. Pricing model change in Q2 w.r.t. GloFo has a positive impact on margin. Server CPU is weak and is one of the "growth" area vis a vis Dirk's departure. Rick Bergman is high on tablets. Llano GPU performance is much higher than SB. Ramp of 32nm production is under way now. Margin guidance of 2011 is 44~48%.

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