November 13th, 2008
Highlights from AMD's Financial Analyst Day 11/13
Here are some highlights from AMD’s Financial Analyst Day. I’ve decided to post raw slides and might pick up on some of the points raised in later posts.
Profitability, Focus, Execution … you’ll be seeing a lot of that over the following slides.
Notebooks driving sales. Nothing new there.
Different markets, different needs from their PCs.
Different markets, different needs from their PCs.
AMD achieves deep penetration into OEM lines.
Indication that AMD could be going back to the days of appealing to enthusiasts and DIY builders.
AMD is steering home users away from benchmarks (no surprise there since Intel beats them hands down) and instead focusing on
Notebooks offer good gross margins.
On to Opteron … focus on virtualization and power saving.
Consumer computing
AMD + ATI = profits???
Balanced platforms across the board.
Processor roadmap - 65nm/45nm/32nm
Puma platform adoption as become core to AMD.
OEM support for AMD
Adrian is a technology journalist and author who has devoted over a decade to helping users get the most from technology. He also runs a popular blog called The PC Doctor. See his full profile and disclosure of his industry affiliations
Want to get in touch? Got a tip? Feel free to drop me a note! I ALWAYS respect anonymity. I'm also on Twitter (@the_pc_doc)
Right to Reply: Should any industry representatives wish to comment on any posts on Hardware 2.0, I will be happy to publish their reply verbatim on this blog.
Subscribe to Hardware 2.0 via Email alerts or RSS.
