Polymer mem: while trading stocks, thinking too much over 6 months ahaid is bad. That's in the human nature, if we discover company X will have something great in 2 years, we fall in love with the stock and keep buing falling shares from people who don't look over 3 months forward. Let AMD boil this memory alone, it's too early to dig. Unless you think someone may try to acquire this technology from them this year.