Oh yes they are, katie. Yonah's lack of 64-bitness spells trouble for both consumer and corporate sales. In the same power envelope, Turion X2 offers 64b. Intel can't get to Merom soon enough, and, coming in Q4, it'll miss back-to-school AND holiday builds in the consumer area.
Don't forget to add memory controller TDP to the Yonah numbers, and adjust for Intel's liberal TDP definition.
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