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A tipster reminds us that Yahoo SVP Michael Walrath only told the WSJ he was "very confident" Yahoo will be able to deliver it's advertising management platform (AMP) by the third quarter. There's a difference between "Very confident," and "able to deliver," our tipster notes. The difference is cash and manpower. "There is a shortage of both," says our source. "Some teams get what they need and others do not. This does not make for smooth and predictable schedules.