It looks like they're still getting some halo effect.

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.

Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.

There's a halo effect associated with hybrid vehicles,

It looks like an echo of the Katrina effect.