In mobile, we are beginning to see what was once unthinkable. Manufacturers are switching to AMD Turion instead of Core (Yonah). Why? It seems to be a combination of factors. Yonah is not 64-bit capable, and will have a short market lifespan. Merom, which is 64-bit capable is going to require a new chipset. So OEMs and ODMs are introducing a few Yonah models, and filing out the line with Turion, Athlon64-M, and mobile Sempron models for now. Will Merom end this window? Probably not. Merom will be close in timing to K8L mobile chips, so that is probably a wash, but Merom will start at the top and migrate downward. It may be two years or more before Intel has a low-end 64-bit laptop chip. So my read is AMD will get a lot of the low-end laptop business, and Intel will hold the (large) business and high-end segments.
Just what I've said in the Acer Ferrari thread.
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