IMHO...with the pending "issuance" of patent file for GW/SOC..IMHO...it is not necessarily an imminent event...but with MSFT/AMD talk ... ANY's IP would immediately become a great deal more valuable to MSFT, even with "pending" patent filing.
...I just lover the sweet spot S3D could be in with "IOT", and esp. when E.K. makes bold statement in another area of value for GW/SOC...eliminating need for VMW and CITRIX. With E.K. the key to the MSFT relationship and MSFT's Evangelist...one has to believe that none of this "bantering" is lost on MSFT.