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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 264.34

+2.5%

3:59 PM EDT

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To: xun who wrote (79)	6/15/2011 2:07:00 PM
From: xun	Read Replies (1) of 95

Llano was finally launched yesterday at the AMD Fusion Developers Conference. There are quite a few reviews on the mobile A8 part in a AMD reference laptop. Some people like it. Some people don't. From my lens, the overall performance is in the ballpark, not overwhelming, not underwhelming. The success of Llano lies in the hands of the OEMs and ultimately the pockets of the customers. Here is a thought of mine. I assembled two E-350 nettops when it came out early this year. Since then, AMD claims that Brazos is selling like hot cakes. I was thinking hard about Lenovo X120e, but stopped short of buying it. I need a little more CPU power. I also need a little larger screen. I am looking for a 13" ~ 14" laptop. Lenovo T420 is a good example, with 1600x900 resolution. Then, came Llano. X120e is selling well at around $500. T420 SB with 1600x900 is selling around $900. My sweet spot is a Llano quad-core T420e 1600x900 under $700, or a Llano dual-core X120ee under $600. And they should sell like hot cakes. My back-of-envelope calculation is to add $100 to an existing E-350 SKU and you should have a Llano dual-core SKU. Then you enlarge the LCD screen and add another $100 and you have a quad-core Llano SKU. As the results, you can get a lineup of $400 E-350 11.6", $500 A4 11.6", $600 A6 13.3" and $700 A8 14". That will pretty much wipe the floor of the netbook/ultrabook/midbook segments. The bottom line is that for the first time AMD is on course to provide very competitive offerings to those segments that account for the bulk of the laptop/notebook shipments.

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