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AMD Q1 Conference Call Highlights

– Reported sales of $ 1.236 billion and net income of $ 45 million for the
quarter ended March 28, 2004
– Net income amounted to $ 0.12 per diluted share
– Sales were especially strong in Asia Pacific and Latin America.
– Continued to increase its market leadership position in the wireless handset
and embedded markets on the strength of Spansion(TM) Flash memory solutions.
– Adoption of AMD64 platform continued to accelerate with processor unit volume
shipments more than doubling quarter on quarter.
– Demand for the Opteron, Athlon 64 and Athlon XP families of microprocessors
remained strong.
– Opteron processor continued to see strong adoption in diverse vertical
segments including financial services, web infrastructure, government,
pharmaceutical, petrochemical and digital content creation.
– AMD Athlon 64 FX processor sales continued to be very strong in the gaming and
PC enthusiasts’ markets.
– Manufacturing transition to 90nm production for AMD64 processors is on-track
with strong yields demonstrating excellent power consumption and heat
dissipation characteristics.
– AMD will be initiating volume 90nm production in the second quarter and
expects to deliver products for revenue in the third quarter of 2004.
– AMD64 technology takes advantage of the great legacy of manufacturing
technology
– 130nm flash conversion has been accomplished, we are ahead of the ramp to
110nm in 2005
– 66% improvement from time to maturity of ramp for Opteron
– 90nm on the same or better ramp for AMD64

– Reported sales of $ 1.236 billion and net income of $ 45 million for the
quarter ended March 28, 2004
– Net income amounted to $ 0.12 per diluted share
– Sales were especially strong in Asia Pacific and Latin America.
– Continued to increase its market leadership position in the wireless handset
and embedded markets on the strength of Spansion(TM) Flash memory solutions.
– Adoption of AMD64 platform continued to accelerate with processor unit volume
shipments more than doubling quarter on quarter.
– Demand for the Opteron, Athlon 64 and Athlon XP families of microprocessors
remained strong.
– Opteron processor continued to see strong adoption in diverse vertical
segments including financial services, web infrastructure, government,
pharmaceutical, petrochemical and digital content creation.
– AMD Athlon 64 FX processor sales continued to be very strong in the gaming and
PC enthusiasts’ markets.
– Manufacturing transition to 90nm production for AMD64 processors is on-track
with strong yields demonstrating excellent power consumption and heat
dissipation characteristics.
– AMD will be initiating volume 90nm production in the second quarter and
expects to deliver products for revenue in the third quarter of 2004.
– AMD64 technology takes advantage of the great legacy of manufacturing
technology
– 130nm flash conversion has been accomplished, we are ahead of the ramp to
110nm in 2005
– 66% improvement from time to maturity of ramp for Opteron
– 90nm on the same or better ramp for AMD64

TeamVR
http://www.vrzone.com
VR-Zone is a leading online technology news publication reporting on bleeding edge trends in PC and mobile gadgets, with in-depth reviews and commentaries.

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