Seyer: Virtualization is going to be big in 2006. We're going to hear a lot about it ... we already are hearing a lot about it. Virtualization is going to be broadly analyzed and adopted in 2006, but the ramp is 2007-2008 for real virtualization. So on one hand, it's hot.
He talks a lot about the semiconductor industry as a whole, and how AMD's primary focus will continue to be performance-per-watt, which is probably a good idea as it has treated them so well thus far. It is a very interesting interview, well worth the read.