kpf, AMD still have few months to make mobile Opteron before Intel will start flouding the market with Centrinos. I have no doubt that AMD will give up 3-5% of mobile marketshare this year. But there is a chance to take it back with ~100 mm^2 A64's by Christmas. I think the damage will be acceptable. And btw, customers will compare 1.6 Ghz 32-bit Intel chip and 2 Ghz 64 bit AMD chip. Intel will have very hard time to explain that this doesn't matter.
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