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TRANSCRIPT
AMD 2010 Financial Analyst Day
Emilio GhilardiSenior Vice President and Chief Financial Officer
November 9, 2010
| AMD 2010 Financial Analyst Day | November 9, 20103
Agenda
A Simple Strategy
Sell-in and Sell-out
Our Customers
| AMD 2010 Financial Analyst Day | November 9, 20104
Profitable Growth
A Simple Strategy
Key Partnerships acrossthe entire PC ecosystem
Sell-in: Co-design winning platforms
Sell-out: Make the platforms successful in the market
Objective
Strategy
| AMD 2010 Financial Analyst Day | November 9, 20105
Targeting the Entire Ecosystem
ODMs Global PC Players
Local OEMs& Component
ChannelConsumers
SMB
Public Sector/EnterpriseISVs
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Courtesy of Apple
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We Have Never Had So Many Exciting Products...
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Our Customers’ Point of View…
Sell-in:
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We Will Continue to Invest in Sales Coverage
Retail headquarters and stores coverage leveraging OEMs’ Go-to-Market investments
Distributors and resellers coverage
Sales coverage of Global Fortune 2000 enterprise accounts and selected public sector entities
Consumer SMBGo-to-Market Go-to-Market
Public SectorEnterprise
Go-to-Market
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We will Optimize ‘One Profitable AMD Channel’
Drive Component and SMB Alignment
Win Graphics Board Channel Expand Coverage with
AMD Fusion Partner Program
Leverage graphics leadership in high-growth market
Leverage sales resources across Component and System Partners
Broader and deeper channel coverage
| AMD 2010 Financial Analyst Day | November 9, 201019
Plenty of Opportunities…
NorthAmerica
WesternEurope
GreaterChina
3.2
1.71.0
1.8
0
1
2
3
4
2010 Regional Client Markets(Millions of Units)
2010 Regional Server Markets(Millions of Units)
NorthAmerica
WesternEurope
GreaterChina
Rest of World
82.9 81.2 72.7
118.7
0
20
40
60
80
100
120
140
4.4%
9.5% 9.1%
14.1%
0%
3%
6%
9%
12%
15%
Server Client Server ClientDeveloped
MarketsEmergingMarkets
3 Year CAGR 2011-2013
Source: AMD Internal Estimates
Developed Markets are defined as North America, Western Europe, and Japan / Korea. All remaining regions make up the Emerging Markets.
Rest of World
| AMD 2010 Financial Analyst Day | November 9, 201020
Profitable Growth
Perfecting the Execution of a Simple Strategy
Key Partnerships acrossthe entire PC ecosystem
Sell-in: Co-design winning platforms
Sell-out: Make the platforms win in the market
Objective
Strategy
| AMD 2010 Financial Analyst Day | November 9, 201021
DISCLAIMER
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AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NORESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION.
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ATTRIBUTION
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AMD, the AMD arrow logo, AMD Athlon, AMD Phenom, Radeon and combinations thereof, are trademarks of Advanced MicroDevices, Inc. All other products names and logos are for reference only and may be trademarks of their respective owners.