http://seekingalpha.com/article/175...anscript?all=true&find=advanced+micro+devices
Romit Shah - Nomura
And the competing results are my biggest concern looking at the quarter, and Rory, you talked [ph] to the weakness to just general softness in consumer notebooks. But if I look at your numbers, the computing business was down 6% sequentially, so desktops were up,
which means notebooks are probably down more than 10% and I compare that to Intel whose PC business was up, I think mid single digits and are you seeing Gartner were also up. So how do we reconcile the difference between AMD’s consumer business, notebook business and Intel and just the general market?
Rory Read - President and CEO
I think you kind of summed it up properly. The consumer market is feeling more pressure, but all parts of the PC markets are down. This market, this industry is down 10% and at rates it’s never experienced before. It’s going to continue.
From our perspective, AMD is over index the client notebook. We have always been. We have had, just like we have to diversify our portfolio across high-growth segment, we need to diversify this core business.
We need to move stronger into desktop and as we talked about a year ago, we worked on the inventory on the desktop segment and we built and repaired that and we have seen two quarters of consistent revenue growth in that segment and we believe that we have the right product stack to continue to make progress and that’s part of our business as well.