The conference call is starting in just a few minutes and we're working on a live transcript of the details.
Focus on consumer electronics and product integration. Keeping Toronto as a Center of Excellence. No layoffs expected. "Expecting ATI's GPU business to compete with Nvidia's in the marketplace". "We realize that we will lose some of ATI's revenue on the Intel platform". ATI's relations with foundries is an opportunity to use them for other projects. Won't expand fabs in order to fit in all of ATI's products internally. Opportunity to in-house some of it to maximize foundry utilization in 1-2 years. Major goal is to gain CPU share through better platforms and ecosystems. One percent of the CPU market is $300M at 60% margins. So synergy is there. Committed to open competition through customer choice and open platforms. ATI's products and relationships will help in the notebook segment. Planning single-die CPU/GPU integration, but not for all segments. Biggest short-term growth opportunities: Mobility and Commercial. Margins will initially be down initially, but will go back up to 51-56%. Strong commitment from AMD for DTV and Handsets. Faster time-to-market.
Beyond3D
Focus on consumer electronics and product integration. Keeping Toronto as a Center of Excellence. No layoffs expected. "Expecting ATI's GPU business to compete with Nvidia's in the marketplace". "We realize that we will lose some of ATI's revenue on the Intel platform". ATI's relations with foundries is an opportunity to use them for other projects. Won't expand fabs in order to fit in all of ATI's products internally. Opportunity to in-house some of it to maximize foundry utilization in 1-2 years. Major goal is to gain CPU share through better platforms and ecosystems. One percent of the CPU market is $300M at 60% margins. So synergy is there. Committed to open competition through customer choice and open platforms. ATI's products and relationships will help in the notebook segment. Planning single-die CPU/GPU integration, but not for all segments. Biggest short-term growth opportunities: Mobility and Commercial. Margins will initially be down initially, but will go back up to 51-56%. Strong commitment from AMD for DTV and Handsets. Faster time-to-market.
Beyond3D
