From the fourth quarter to the first quarter in the last two or three years, Yahoo! has been sequentially flat. To see a [13-percent] sequential jump in revenue is very strong. We think Yahoo! is executing very well.

People are looking to buy stocks that got beaten down and have good growth prospects and the Internet stocks fit that bill. Last week they got creamed.

It's much ado about nothing. Both companies will emerge with no damage.

The K6 is in essence their attempt at survival and recapturing market share away from Intel. Right now, Intel dominates the market with an 85 percent share.