AMD strictly moderated (AMD)

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Re: Merom with 65nm and 35W TDP limit is at the max
bin point now or very very near to this. 2,33G is a very strong
comp. for AMD, but keep in mind that AMDs 65nm TDP ratings are
very good already now and they will get better. So, untill
45nm (and thats a big question now) I see nothing special
from Intel and that means that the whole coming year, Intel
will not have something "really" new.

Merom is going to be refreshed next quarter by the Santa Rosa platform, which offers increased performance (800 MT/s FSB) and a host of new features (Robson NAND disk cache, 802.11n wireless, etc). The CPU will also launch with a new speed bin at 2.4GHz, followed by an Extreme Edition part (45W??) at 2.6GHz. By the end of the year, they are expected to launch a 2.8GHz Extreme Edition part. That sounds like a lot of activity to me, even before 45nm arrives. Of course, I don't know what AMD's mobile roadmap is, but I don't expect them to beat 2.4GHz @ 35W, or 2.8GHz @ 45W any time this year.

Re: AMD will gain MINIMUM 5% Notebook
share this year (thats my own (low) guess)- be prepared.

Gaining market share is easy. All they need to do is dump 1.5M more parts in the grey market, and presto... instant market share. What will impress me is if AMD can gain 5% revenue share this year, but I haven't heard of any silver bullets that can get them here.