Analyst Conference Summary


conference date: November 6, 2008 @ 2:00 PM Pacific Time
for quarter ending: October 26, 2008 (3rd quarter fiscal 2009)

But I own a competitor.
Forward-looking statements

Overview: Still sliding downward as AMD's ATI division ramps up the competition.

Basic data (GAAP) :

Revenues were $898 million, up 0.5% sequentially from $893 million, but down 20% from $1.12 billion year-earlier.

Net income was $61.7 million, well up sequentially from negative $121 million, but down from $235.7 million year-earlier.

EPS (earnings per share) were $0.11, well up sequentially from negative $0.22, but down from $0.38 year-earlier.



Conference Highlights:

Transitioned performance segment GPUs (graphics processing units) to 55 nm, "poised to recapture lost share." Introduced notebook motherboard chipset for Intel-based systems and Tesla supercomputing processor. Also 9400M motherboard GPU now used for Mac notebooks.

Non-GAAP numbers: net income $111.4 million or $0.20 per share. Excludes stock-based compensation, cost of revenue related to royalty dispute, restructuring charges and associated tax impacts.

Introduced the Quadro X especially to accelerate Adobe CS4 software.



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Copyright 2008 William P. Meyers