Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

That's a big releive from worries for AMD. Now, even if Intel will bring Yammer this summer, there is at least 1 year advantage for Hammer on Windows and at least 6 months on Linux. Any significant Yammer deployment is impossible until summer of 2004 and AMD has a great window of opportunity. I feel they put a lot of forces into manufacturing collaboration with IBM, maybe preparing for very serious 90 nm manufacturing next year. Read Dirk, he said a lot of people are going to NY.