2010 AMD Fusion Analyst Summit Theme: Advancing the Era of Experience Computing

1. 2010 AMD Fusion Analyst SummitTheme: Advancing the Era of Experience Computing • CONFIDENTIAL

2. 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

3. 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

4. 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)

5. Confirmed Analysts: 17 Notes: Bio URLs to be included in backup section Ben Bajarin, Creative Strategies Tim Bajarin, Creative Strategies Roger Kay, Endpoint Technologies Rob Enderle, Enderle Group Frank Gillett, Forrester Sara Rothman Epps, Forrester Martin Reynolds, Gartner Steve Kleynhans, Gartner Mark Margevicius, Gartner Nathan Brookwood, Insight64 Jim McGregor, In-Stat   Bob O’Donnell, IDC Richard Shim, IDC Shane Rau, IDC Michael Gartenberg, Interpret Research Jon Peddie, Jon Peddie Research Kathleen Maher, Jon Peddie Research

6. Proposed Industry Participants Notes: Bio URLs to be included in backup section • Presentations • HP • Microsoft • Khronos / OpenCL (?) • Q&A with Rick B.: Sapphire or Gigabyte • Moderated Panel Discussion: • Viewdle • StudioGPU • MotionDSP

7. 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)

8. Run-of-Show • Wednesday, September 29 • 8:15 a.m. Shuttle from Hotel (TBD) • 8:30 a.m. Buffet breakfast at CEC • 8:55 a.m. –Nigel D. Welcome • 9:00 a.m. – Rick B. Product / Fusion Update • 9:10 a.m. – Rick B. Q&A with Sapphire or Gigabyte • 9:40 a.m. - Buddy B. Embedded Update • 10:20 a.m. BREAK and DEMOES • 10:40 a.m. Walk to B500 • 10:45 a.m. Lighthouse Panel Discussion – ISVs • 11:15 a.m. Q&A • 11:45 a.m. Walk to B100 • 11:50 a.m. LUNCH and DEMOES / BREAK • 1:00 p.m. Analyst 1:1s • 4:00 p.m. Shuttle from AMD to Hotel • 6:30 p.m. Shuttle from Hotel to dinner • 7:00 p.m. Dinner (TBD)

9. 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

10. Metrics

11. AMD Participants/Roles • Presenters Content Owner Role Nigel Dessau Andrew Fox Fusionbranding and marketing John Taylor Chris Hook Fusion branding and marketing Rick Bergman Steve Howard Brazos/Llano update Manju HegdeGary 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 KenyonTravis WilliamsFusion Channel Enablement Margaret Lewis Jo AlbersFusion Software Ecosystem • General dialogue, Q&A, relationship building John Volkmann Andrew FoxBranding/marketing

12. 1:1 Participants/Roles • ParticipantsRole 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 KenyonFusion Channel Enablement Margaret Lewis Fusion Software Ecosystem

13. TBD • Content Timeline • Demo List • 1:1 Breakout Schedule • 1:1 Breakout Spokesperson focus/content • Staff • Offsite locations