"At COMPUTEX we introduced the first 40-nanometer desktop graphics processor and the first 1 gigahertz graphics processor. We also were the first to showcase working silicon and drivers for Microsoft's DX11 technology featured in the upcoming Windows 7 release. DX11 fully showcases the superior AMD visual experience and we expect WIN 7 to cause an unprecedented adoption rate for this important new technology."

"In light of continuing uncertainty in the macroeconomic environment, AMD expects revenue to be up slightly. We expect gross margin to improve from the current levels, driven by improved factory utilization, increased 45 nanometer CPU shipments and 40 nanometer GPU shipments, and improved product mix from the introduction of our Tigress notebook platform, our new performance-leading DX11-ready GPU family, as well as a full quarter impact of shipping the Six-Core AMD Opteron server processors."

"The bulk of what we shipped in the second quarter was 65 nanometer version product
...
We will still be shipping 65 nanometer in Q3. I would expect we will cross over to be dominated by 45 nanometer in Q4. The crossover takes place in Q3. But a significant portion of the shipments in Q3 will be 45 nanometer. Probably not 60%, but more in the 40% to 50% kind of zone, so a significant piece versus it was immaterial in the second quarter."

"To be precise, the new DX11 stack I referenced will be in 40 nanometer, and clearly that'll give us an opportunity to kind of regain the high ground even more substantially and hence improve our mix in ASP and hence margins.
...
So I expect that to be a very quick ramp in the desktop AIB channel, as we refer to it, and expect DX11 to start to showing up in notebooks more like in the first half of next year.
...
The one thing we're pretty confident on is the product looks great; I think DX11 is going to be a good selling point, so we expect to enjoy good success in the back half of the year."

"Number two, we've got two new notebook platforms being introduced in the market here in Q3. One is Tigress, which is the mainstream notebook platform. The other would be our second generation of ultra-thin, affordable platform. Both of those will start showing up from our OEMs at the end of Q3 here, so that's an opportunity."

"I would say first that the first few months of Global Foundries' life has seen them kind of reaffirm in their mind and our mind the value potential that they have as a new independent foundry. And I expect they'll be announcing their first new customer beyond AMD within roughly the next 30 days."

Ross Seymore - Deutsche Bank Securities:

"Apples to apples, do you still expect pricing pressure? It seems like it's pretty competitive between you and Nvidia and that doesn't seem to be lessening."

Dirk Meyer:

"Yes, I don't expect a substantial change. Where we compete, I'll say line on line, I think the new dynamic in the back half of the year is we're going to be able to offer things that they won't be able to provide an answer to, which will be helpful."

• AMD Q1 2009 Earnings Call Transcript
• AMD Q4 2008 Earnings Call Transcript
• Conference Call zu den AMD Zahlen (Q3/08)