Advanced Micro Devices Inc (AMD)

[woggut]

...why should Microsoft screw themselves over going into the major earnings section of the year when AMD can only produce 5% of the 64 bit market...

Anyone know if Microsoft capitalizes their development costs? If they do, it may make sense to hold back the release until there's a potential for more volume.
Personally I think they're choking on SP2 & NX. They've been sloppy for so long they're having a problem getting out of the hole they dug for themselves. Anyone wanna bet they have internal code dependencies on the existence of buffer overruns? Much like the Catholic "Original Sin" doctrine, they've all been corrupted by the "Original Kludge" and Saint Bill the Architect can't bail them out.