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CONFIDENTIAL
2010 AMD Fusion Analyst Summit
Theme: Advancing the Era of Experience Computing
| Fusion Analyst Summit | September 2010 | Confidential2
Situation Analysis
• Industry Analyst feedback to date is that AMD has not fully/effectively communicated the Fusion story
• Need to provide clarity how Fusion fits with our Graphics story; there exists a perception among some analysts that “Fusion is Confusion”
•Analysts tell us they are generally positive about the opportunity Fusion presents to AMD, but they are not persuaded AMD is putting in place the ecosystem to leverage that opportunity
•AMD is effective when engaging with analysts to push news; we are not as effective as we should be engaging analysts to pull input/feedback
• Analyst overwhelmingly tell us they view the semi-annual AMD-hosted Analyst Summits as constructive and important opportunities for AMD to engage
| Fusion Analyst Summit | September 2010 | Confidential3
Overview
When: September 28-30, 2010
What: Semi-Annual AMD-hosted Industry Analyst Summit; high-impact event with a focus on industry (OEM/ISV) engagement
Why: To reinforce AMD value propositions, gain input under NDA on Fusion, and foster industry adoption of APUs
Who: Approx. 20 top-tier client and graphics industry analysts
Where: Lonestar Customer Engagement Center (CEC), B500 Media Room; networking at offsite locations in Austin
| Fusion Analyst Summit | September 2010 | Confidential4
Objectives and Takeaway
•Grow AMD’s credibility with regard to Fusion
•Foster industry adoption of APUs
•Gain analyst feedback on strategies, positioning and messaging
•Foster analyst confidence in AMD, cultivate analyst evangelists
•Further cement analyst relationships with AMD executives
Key Takeaway
AMD is poised to capitalize on the Fusion opportunity (Nigel, Manju, John), by responding to market dynamics (Nigel, Rick), is establishing the ecosystem to leverage that opportunity (Manju, OEMs/ISVs), and
is leading the industry to adopt APUs (HP, Microsoft)
| Fusion Analyst Summit | September 2010 | Confidential5
Confirmed Analysts: 17
Ben Bajarin, Creative StrategiesTim Bajarin, Creative StrategiesRoger Kay, Endpoint Technologies Rob Enderle, Enderle Group Frank Gillett, ForresterSara Rothman Epps, ForresterMartin Reynolds, Gartner Steve Kleynhans, GartnerMark Margevicius, GartnerNathan Brookwood, Insight64 Jim McGregor, In-Stat Bob O’Donnell, IDCRichard Shim, IDCShane Rau, IDCMichael Gartenberg, Interpret ResearchJon Peddie, Jon Peddie Research Kathleen Maher, Jon Peddie Research
Notes: Bio URLs to be included in backup section
| Fusion Analyst Summit | September 2010 | Confidential6
Proposed Industry Participants
• Presentations•HP•Microsoft•Khronos / OpenCL (?)
• Q&A with Rick B.: Sapphire or Gigabyte
• Moderated Panel Discussion:•Viewdle•StudioGPU•MotionDSP
Notes: Bio URLs to be included in backup section
| Fusion Analyst Summit | September 2010 | Confidential7
Run-of-Show
Tuesday, September 28
Day Analysts arrive
3:00 p.m. Registration/badge pickup (location TBD)
3:30 p.m. – Nigel D. Welcome and Introductory Remarks
3:40 p.m. – John T. Fusion Overview and Intro Manju H.
3:45 p.m. – Manju H. The Fusion Opportunity
4:00 p.m. – HP Exec. Industry Embrace of APUs (Q&A with Emilio?)
4:30 p.m. Q&A
4:45 p.m. Fusion Demos/Drinks
6:00 p.m. BREAK
6:30 p.m. DINNER (location TBD)
| Fusion Analyst Summit | September 2010 | Confidential8
Run-of-Show
Wednesday, September 29
8:15 a.m. Shuttle from Hotel (TBD)8:30 a.m. Buffet breakfast at CEC8:55 a.m. –Nigel D. Welcome9:00 a.m. – Rick B. Product / Fusion Update9:10 a.m. – Rick B. Q&A with Sapphire or Gigabyte9:40 a.m. - Buddy B. Embedded Update10:20 a.m. BREAK and DEMOES10:40 a.m. Walk to B50010:45 a.m. Lighthouse Panel Discussion – ISVs11:15 a.m. Q&A11:45 a.m. Walk to B100 11:50 a.m. LUNCH and DEMOES / BREAK1:00 p.m. Analyst 1:1s4:00 p.m. Shuttle from AMD to Hotel6:30 p.m. Shuttle from Hotel to dinner7:00 p.m. Dinner (TBD)
| Fusion Analyst Summit | September 2010 | Confidential9
Run-of-Show
Thursday, September 30
8:15 a.m. Shuttle from Hotel
8:30 a.m. Buffet breakfast at CEC
9:00 a.m. – Manju H. Software Ecosystem Enablement
10:00 a.m. – Joe M. Fusion System Architecture
11:00 a.m. – Microsoft Exec.* Fusion & the Consumer Experience
11:30 a.m. LUNCH
12:00 p.m. Analyst 1:1s
2:00 p.m. Analysts depart
| Fusion Analyst Summit | September 2010 | Confidential10
Metrics
| Fusion Analyst Summit | September 2010 | Confidential11
AMD Participants/Roles Presenters Content Owner Role
Nigel Dessau Andrew Fox Fusion branding and marketing
John Taylor Chris Hook Fusion branding and marketing
Rick Bergman Steve Howard Brazos/Llano update
Manju Hegde Gary Silcott Fusion Ecosystem Enablement
Joe Macri Gary Silcott Fusion System Architecture
Buddy Broeker Teresa Osborne Embedded
1:1s
Leslie Sobon Kristy Taylor VISION/Fusion branding
Chris Cloran Steve Howard Client update
Matt Skynner Dave Erskine Graphics update
Janet Matsuda Dave Erskine Professional Workstation G. update
David Kenyon Travis Williams Fusion Channel Enablement
Margaret Lewis Jo Albers Fusion Software Ecosystem
General dialogue, Q&A, relationship building
John Volkmann Andrew Fox Branding/marketing
| Fusion Analyst Summit | September 2010 | Confidential12
1:1 Participants/Roles
Participants Role
Manju Hegde/John Taylor Fusion deep dive
Joe Macri FSA deep dive
Buddy Broeker Embedded deep dive
Nigel Dessau/Leslie Sobon VISION/Fusion branding/marketing
Chris Cloran Client update
Matt Skynner/Janet Matsuda Graphics/WSG update
David Kenyon Fusion Channel Enablement
Margaret Lewis Fusion Software Ecosystem
| Fusion Analyst Summit | September 2010 | Confidential13
TBD• Content Timeline• Demo List• 1:1 Breakout Schedule• 1:1 Breakout Spokesperson focus/content• Staff• Offsite locations