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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 258.31

+0.1%

2:41 PM EDT

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To: xun who wrote (82)	7/21/2011 5:59:42 PM
From: xun	of 95

AMD reported Q2 results inline with expectation. CC Notes: ------------ Lenovo x120e is a hit in SMB segment. Trinity will have half of power usage in 35W Llano. Ship BD server ships this quarter. Ship 28nm graphics chips later this year. Design win with Nintendo. 1.57B revenue 46% gross margin op ex less than guided computation revenue flat Q2Q graphics revenue down 11% cash 1.86B inventory down a little debt 2.2B Q3 expect 10% growth in revenue Q&A: ------ Demand for APUs drives the Q3 growth. Material impacts of server ships in Q4. Q3 over half of notebook shipments will be APUs. Gross margin will go up in the second half. Up 1% in Q3 BD to ship next month. Tablet opportunity in Windows 8 on APU. Graphics revenue decrease is very much due to seasonality. Trinity is 32nm replacement for Llano at much lower power usage. Customized APU platform would open up new opportunity such as game console. Global inventory is inline and efficient.

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