my take (of which I'm sure there are many) would be that the...

my take (of which I'm sure there are many) would be that the uncertainty arises from the EOY deadline given by Dr Su is approaching increasingly fast and many figured it would be done by now.

While this is cutting it much closer to the wire than I was originally comfortable, nothing has materially changed. In fact, I would have expected a statement by now if they had. That said, even though I did recently hedge my position with some cheap-ass puts so I can sleep at night, if someone was considering buying AMD $Advanced Micro Devices (AMD.US)$ at current levels then buying XLNX $Xilinx (XLNX.US)$ instead is certainly more attractive today than it was yesterday.