Companies such as Microsoft, Cisco and Intel were just starting at their 10-year anniversary.

Dell, Intel, Cisco and Microsoft are stronger today than a few years ago.

Starting in 1999, I began to join some of the international meetings. Through these activities, I have broadened my horizon to a large extent.

They all own GE, they all own Microsoft, and you're starting to see AOL show up. You're seeing a lot of common names.

Both companies are benefiting from good demand; Intel is benefiting from good demand for notebooks.

There's a real battle under way between Intel and AMD. Both companies are stepping up their sponsorships and using them as a platform to demonstrate their technology.