| AMD Annual Analyst Meeting Special AMDboard.com |
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| Company's policy by Hector Ruiz - Pres. & COO - A broad set of actions plan that provide a sustainable, competitive advantage over a long period of time. - lower cost producer of silicon solutions for microprocessors and flash memory. - asset utilization (i.e efficient use of capital) - smart technology (focus on customer demands) - speed of technology transition Computation group by Dirk Meyer - Group VP - continue desktop performance leadership - increase breadth of mobile processor portfolio - increase breadth of server platform offerings Hammer! K7 processors cores - Development goal: double performance every 18 months or faster performance = frequency x architecture - Athlon XP performance exceeds Pentium 4! - AMD 8th generation even better! processor performance mobile product segments AMD mobile processors AMD mobile market opportunity server market segment Hammer Sales - Rob Herb - Executive VP processor market environment AMD recent success stories roadmap key points - die size advantage XP launch XP launch highlights press coverage XP market strategy promotion US printing campaign XP 1900+ benchmarks Continued infrastructure innovations - AMD and our infrastructure partners are driving constant performance improvements to our socket A platform - DDR motherboard baser are broadly available from multiple manufacturers - latest chipsets continue to move socket A performance bar with support for DDR memory. This innovations include VIA KT266A, NVIDIA nForce & SiS 735 recent quotes The eternal's struggle AMD vs. Intel Conclusion about AMD lead |
| Microprocessors - Utilize Fab 30 - continue rapid conversion to next technology - Begin conversion to 90nm in 2003 - leverage foundry for additional capacity - target 65nm node for 300mm factory (ca. 2005) - exploit die size advantage - Fab 30 fully loaded in 2002 - migration to 130nm in progress (4Q01 to 4Q02) - Fab 25 transitioning to flash in 2002 - Fab 30 capacity > 50m in 2003 - JV plan for 300mm in 2005 smart technology logic process technology technology transitional rate impact of die size die size transition technology effectiveness Flash by Walid Maghribi - President memory group billing history market What we are doing We remain commited to our philosophy - stay profitable during bad times - make a lot of money during good times Deliver the low cost die at the lowest capital cost - maintain a balance between tech. introduction and capital cost - JV3 is now producing high density products in high volume Time to volume - Every process tech. serves 1 or 2 devices densities optimally - Amd alway developped and introduced technologies optimized for the "sweetspot" of the market Capacity realigned to support future growth - front end - back end technology pace comparizon between MirrorBit and MLC Cell MirrorBit scalability advanced products launched Asia market AMD is focused on profitable growth AMD has exciting high-end new products with very optimal cost structure AMD is dramatically reducing cost reduction through MirrorBit AMD will grow faster than the market in the telecom sector resumes Asia and China present us with great opportunities to grow |
11/09/01 AMD plans to beat 4.4GHz desktops - The Register 11/09/01 AMD delays SledgeHammer to Q1 2003 - The Register 11/09/01 AMD holds steady - The register 11/09/01 AMD describes Roadmap until 2003 - Heise 11/08/01 AMD 2001 Annual Analyst Meeting - Ace's Hardware - Thread 11/08/01 AMD won't return to profitability until Q2 of 2002, says CEO - Silicon Strategies 11/08/01 AMD Sees Profitability In Q2 - ElectronicNews 11/08/01 AMD sees revenues flat to up in current quarter - ON24 11/08/01 AMD confirms fourth-quarter outlook - CBS MarketWatch 11/08/01 Squeeze Play In Advanced Micro Devices - Forbes 11/08/01 AMD pins 2002 hopes on Hammer - the inquirer 11/08/01 AMD to keep new capital spending levels flat with 2001 - ebnews 11/08/01 AMD Offers a Look Down its Road - PC World 11/08/01 AMD's future: Laptops, servers and Hammer - CNET |
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| Press about annual analyst meeting |
| Annual analyst meeting summary |
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