JC-News heeft een uitgebreid transscript online gezet van de AMD conference call voor het derde kwartaal van dit jaar. Niet alleen de complete tekst van de toespraak, maar ook de vragen van de pers en de antwoorden die daarop werden gegeven door de top van het bedrijf zijn na te lezen in deze tekst. Er komen natuurlijk erg veel interessante uitpraken naar voren, niet alleen over de financiële situatie, maar ook over (toekomstige) producten. Het bedrijf zegt geen problemen hebben om goedkoper te blijven dan Intel, simpelweg omdat de core van de Pentium 4 1.7 keer zo groot is als die van de Athlon. Verder bevestigt men dat de deskop Palomino in productie is en dat deze zeer binnenkort zal worden aangekondigd. Het systeem met de Model ratings werd bevestigd noch ontkend. Wel wil men het één en ander kwijt over de Hammer en laat men blijken dat ze de sites op internet goed in de gaten houden. Hieronder verdedigen ze zichzelf bijvoorbeeld tegenover Tom's Hardware:
Now I will tell you that I have noticed a couple of sites where it's not quite that clear cut, as a matter of fact, I think its Tom's Hardware Page, he mentioned that he reluctantly had to give the performance crown back to Intel with the 2 GHz as compared to the AMD 1.4 GHz. I would point out there is a six hundred MHz gap there where they finally get to the point where they are competitive with what our performance is at 1.4 GHz. So, as we move forward with higher frequency offerings with the Palomino core and the enhanced architectural performance, which gives you up to 15% more performance, relative to the current Athlon, it's clear that we will have a product that plays to highest performance levels.
[...] Taking a little bit closer and take a more granular look at the quarterly numbers, again if you look at the revenue numbers for the overall market, their forecast increased modestly form the Q2 levels, if you look at the yellow .. of the quarterly forecast, but if you look at the year on year comparison, compared to last year, they are still expecting total revenue to be down 32% and 30% for Q3 and Q4 respectively, compared to last years quarters. You know, this is truly an ugly market to compete in today. I would like to go one step further and spend most of my time taking about AMD's opportunities in the semiconductor market, which are mostly centered around the PC microprocessor / flash market. This takes a look at just the microprocessor and semiconductor markets [again another slide we can not see!] on a worldwide revenue basis over the past many quarters. Similar to what you saw on the overall foil, because these are two of the largest market in the semiconductor business, but again, modest growth in Q3 and Q4 of this year over our Q2 levels but declines of 19% and 30% year on year for Q3 and Q4.