Jack Hammered, very interesting. I wonder if this means that AMD will also get a revenue boost from currency changes?
Also, I should note that IBM's profit went up quite a bit more than revenue - that can't be all because of currency change.
Your R&D projections are from Intel, correct? When you find IBM's R&D numbers for 2004, can you post? (After all, this impacts AMD's 300mm/65nm.)