Howdy, all. I was out traveling all of last week, first visiting Intel up in Oregon and then down to Santa Clara for AMD's Financial Analyst Day and a chat the next day with their new CTO. I have been working on writing up my thoughts about the direction communicated by AMD's new management team, which is interesting in many ways. However, last week's travel took a lot out of me, and I honestly haven't been very productive since returning. Progress is being made, though, and hopefully, I'll have something finished soon. I think it should be worth reading, because we've learned quite a bit about AMD's future and the people now in command of it.

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