[edited] @WBMW - notebooks // 6000+ I think the new santa rosa will be a very good platform - no question, but all the "new" features you listed could be done on a AMD book too. 11n Wireless - from the major players Intel is nearly the last which supports this spec. So you could buy it for AMD already if the OEMs wanted - e.g. via Broadcom. The Robson NAND disk cache will imho be a very good feature, but again, I really don't know, why AMD books couldn't have this too? What I wanted to say here is, that the differen- tiation possibilities for Intel getting smaller and smaller. In the past it was weight or screen size or possible OS or battery choice (time), but now you could buy AMD books with nearly all features which we all could buy for Intel. You will have a greater choice for Intel books, thats very clear and thats good for Intel, but the great benefits from the past are mainly gone. I think you have to agree here. Second, you mentioned the EE for Notebooks. When I talk about new AMD products I focus only to products with 35W TDP, the main choice for the modern form factors - in the end, AMD could also rise the BIN, if they could rise TDP too. So this "bene- fit" is not a Intel only one ... In the end, we compare now 2,33G Merom with a 2,2G X2. Intel will rise to 2,4G this year, (35W) and I see the possibility that AMD goes beyond this. We could now discuss the end-user performance, but thats not the key message from me, the message is clear, the existing Intel lead gets smaller and if the 65nm AMD process makes good progress (nobodys from outside knows this), it COULD be, that we equal Intel in performance. I think that will be an amazing progress. Keep in mind, that AMDs new IGPs are very good, especially when you look at the TDP. Look at the Intel 90nm chipset side and you will notice, that Intel has a "pro- blem". In the end, I will stand to my first post and I think it will be clear, that AMD gains from the technical standpoint .
" Gaining market share is easy. All they need to do is dump 1.5M more parts in the grey market, "
These were desktop products and we spoke only about notebooks. I'm "sure", that AMD will gain Notebook Rev. share this year, probably MORE!!! than volume share.
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