Auf Seeking Alpha ist die Abschrift des Earning Calls zu AMDs Quartalszahlen (Q3 09), die am gestrigen Tag veröffentlicht wurden, verfügbar.
Ein paar kurze "Highlights":
"With respect to platforms, our momentum continues to build with HP, Acer, Toshiba, ASUSTeK and MSI all announcing plans to introduce more than 70 notebooks based on AMD’s latest generation of mainstream and ultra-thin platforms."
"We made very good progress on gross margin in the third quarter, a result of higher unit volumes across the entire portfolio, a stronger mix of 45 nanometer CPUs, higher microprocessor ASPs and improved factory utilization rates. As a result, third quarter non-GAAP gross margin improved to 38% compared to 27% in the prior quarter."
"Computing solution revenue was $1.069 billion in the third quarter, up 17% sequentially, driven by higher microprocessor ASPs and double-digit unit growth. Unit growth was mainly driven by notebook [prosser] shipments which increased by 28% quarter over quarter. We saw revenue and unit growth in each of our desktop, notebook and server businesses and saw a record quarter in our chipset business."
"In the graphics segment, revenue for the quarter was $306 million, up 22% sequentially. Growth was driven by significantly higher shipments of mobile discrete graphic processors, demand in the add-in board and retail channels was spurred by the launch of the Radeon HD 5000 series, the industry’s first DX 11 compatible graphics cards. And the graphics business also reported an operating income of $8 million in the quarter, an improvement from a loss of $12 million from the second quarter."
"First on the CPU side, the biggest driver was in the desktop part of the product line, largely driven by mix improvement. A relatively larger mix of both Phenom II and Athlon II products helped there. Notebooks largely flat. Server ASPs were actually up a bit in the quarter although the overall server revenue grew more or less in line with MPU revenue."
"The 5000 Series in particular really didn’t contribute meaningfully in the Q3 timeframe."
"Of course the CPU products are on 45 nanometer SOI today. We’ll have CPU so-called Fusion parts in 32 nanometer SOI in the next generation. And then the bulk SOI question is one we evaluate in every subsequent generation. More to come in the Analyst’s conference."
"You’ll hear more in the financial Analyst conference next month about the product lineup that we’ll be rolling out over the course of the next two years that will include increasing focus on those small form factor notebooks."
"On the Congo or you know second generation thin and light platform, we’ve got a number of design wins as I spoke to in the opening remarks. I expect to see a lot more momentum in that essentially new product category that we created between netbooks and mainstream notebooks going into the Christmas cycle."
"Actually we did start selling Tigris components into OEMs at the very end of the quarter to prepare them for their builds for the Christmas cycle. But to your point, most of the sales was on the prior generation Puma platform where you know we just saw a very strong back-to-school cycle. So as a result good notebook sales in the quarter."
"Legal, nothing to report from that perspective. So you know we’ll just leave it at that. We continue to work down the right path and you know trial is scheduled for the end of March."
"32nm: We’ll be sampling customers in the first half, ramp and production in the second half."
"Well first of all on the competitive front, feeling pretty good about the HD 5000 lineup. First of all, you can buy it today which is a good step above what the competition recently announced. In terms of performance and features, it’s absolutely killer. We think its going to lineup very well with the Windows 7 launch here this month. We’re getting really enthusiastic response from our customers as measured by OEM design ins. So you know I think very bullish on that."
"First, no change from last public communications. We’ll of course give a lot of in depth information in the analyst conference next month. You know we’ll be sampling Fusion technologies first half of next year and ramping in the second half."
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