- Dec 30, 2006
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By the numbers:
- Computing solutions revenue was $1.23 billion on strong notebook demand. Operating income was $164 million.
- Graphics processor revenue was $390 million with operating income of 1 million.
- Average selling prices for AMD’s chips “decreased slightly” from the second quarter.
- AMD’s employee count was 11,021 at the end of the third quarter, up from 10,649 at the end of the second quarter.
- AMD ended the third quarter with cash and equivalents of $1.73 billion.
A tablet would optimally have power dissipation of two to three watts, which is a little more than half of what a fanless Netbook would tolerate. I expect customers will take components designed with Netbooks in mind and put them in tablets. And I think you'll see AMD solutions in tablets in the next couple of years for that reason.
"It's [a market] we'll devote significant R&D energy towards when the market is big enough to justify that investment. Frankly, we're still so small in the notebook market that it doesn't make sense for us to turn R&D dollar spending toward the tablet market yet. We'll start doing that when the market is big enough."
And what might an AMD tablet chip offer? "We'll show up with a differentiated offering with great graphics and video technology," Meyer said.
