Advanced Micro Devices Inc (AMD)

[bobs10]

Unless you think Windows XP based 3G cell
phones are in the cards then you can kiss x86's hopes here
good bye.

Me...

Actually I do think MSFT will be a big player in the "universal communicator" field. They certainly seem to want to be. I don't think XP, per se, will be the choice, but something X86 based seems very possible. Also, there are other X86 players besides MSFT.

This seems especially likely as the cell phones take on more and more duties. There's a lot of X86 based software that would be applicable to the G3 environment either directly or with minor changes.

INTC's Arm based chips are good processors, but just as Turion is taking share from Centurion there's probably room for the Geodes to move in on ARM also.

As far as power consumption goes, didn't I read something about a Geode(Castle) using less than 1 watt? The chips were designed to run in laptops, but the lines between laptops, T&L's, sub T&L's, PDA's, iPods, cell phones, digital cameras and who knows what else seem likely to disappear over the next couple of years. X86 everywhere seems quite possible given the coming need for software to run on a plethora of hardware platforms. Certainly it has the potential to reduce complexity and reduce development time.