[TPU] Current State and Future of AMD Radeon Graphics: Teleconference Transcript - Page 2

[journalist F]: "And just as a quick follow-up to Roy's point that, if there's such a battle between you guys and perhaps Intel, and if it's for marketing reasons and not technical, is there really a battle going on, or are consumers being left with the same product basically for two years?" [he meant how can AMD have a "battle" and a slow product cycle at the same time]

Roy: "Can I jump in on that? The recent sales success of our "Never Settle Reloaded" bundle shows us the appetite of consumers for that product [7970 GHz Edition] is wonderful. I know this is a European call, but Newegg.com in the USA were sold out. We're seeing record sales throughout Europe. So as measured by people spending money, I'd say that we're in pretty good shape."

Devon: "Also, some of the stuff coming out, as I mentioned, stuff like Crysis 3, Bioshock Infinite, Tomb Raider, those are real reasons for end-users to buy high-end GPUs right now. So if people didn't upgrade last year, and they're generally on an 18 to 24-month upgrade cycle, there are a lot of really good reasons to buy a 7970 GHz Edition."

Roy: "…and Darren touched on it earlier, that the simple fact is that the 7000 series is still ramping. We're still seeing higher sales, growing sales on the 7000 series, so yeah, there's an appetite in the channel for product stability, and we're seeing that it actually accelerates the sales. You can argue that the channel cycles previously were a bit too forced."

Darren: "The only thing that I want to throw in there too, is that one of the luxuries of being able to have a long lifecycle for these parts, is because of our games strategy, where we've been investing in all these titles, and you're seeing these huge AAA franchises working with AMD. We're optimizing for our architecture, and that's why a product like the 7970 GHz Edition still has such great performance, and such a healthy standing versus the competition. So that's a big part of our long term strategy, and that also adds in value to the customers who bought the same products last year, who will be getting the most out of the latest games."

Roy: "I think we've also improved the drivers incredibly too, so their experience has improved along the way."

[journalist F]: "Thank you."