We think Intel's antitrust issue is something to be concerned about, but it's only a No. 3 or No. 4 issue.

They said there's no medical issue. He was just tired. It's not an issue as far as I'm concerned. It's not even on my mind.

The AT&T case may have biased me with antitrust issues but the issue of allowing a monopoly to have a stranglehold on information is still a concern.

AMD just got unlucky in any number of ways but in the chip business, luck can change very quickly and you can make a lot of money. But it's going to be a tough stock to play and will be very volatile throughout the year.

The semiconductor industry is very, very cyclical; and when things are good - which they are now - they're always better than were expected. Of course, when things turn down, they always hit harder than anybody would have guessed. And right now what's happening on Wall Street is a lot of people are trying to kind of guess the top: are we there yet? There's really no way to tell.

I walk about five steps into the next room.