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.

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

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.

Sometimes as guys compete, the cream rises to the top. If it rises quickly, then we'll name him quickly. If it takes a little bit longer to rise, then we'll take a little bit longer to name him.

We've heard these stories anecdotally for a while. We're working on it now.