<AMDroids seem to think Palo is a slam dunk.>
From the standpoint of grabbing a significant mobile market share, mobile Palomino is a slam dunk.
With the exception of Tualatin, Mobile Palomino will be better able to keep up, and even exceed mobile P-III on both performance and power consumption than was the case with mobile K6 versus mobile Pentium MMX.
Mobile Palomino will not fair so well against mobile Tualatin however. While mobile Palomino will be able to keep up with the peak speed grade of mobile Tualatin, it will be moving into power consumption territory that will limit its marketability in doing so.
However, I expect the 0.13-micron processors that sample in Q4 2001 to be mobile Thoroughbred, using bulk silicon at 0.13-micron. This will not get mobile Thoroughbred down to the power consumption rating of mobile Tualatin at the same speed grade, but it will get power consumption of a 1333 MHz mobile Thoroughbred to under the current power consumption of the 1.0 GHz mobile P-III. And this processor should ship in volume in Q1 2002. Additionally, the peak available speed grade of mobile Thoroughbred should exceed the then currently peak available speed grade of mobile Tualatin out of the starting gate.
Then, in Q1 2002, AMD should be sampling an SOI variant of mobile Thoroughbred. Most likely the slowest speed grade of this SOI variant of the mobile Thoroughbred will match the peak speed grade of mobile Tualatin. And, at this speed grade the SOI variant of mobile Thoroughbred will consume less power than mobile Tualatin. This variant of mobile Thoroughbred should ship in volume in Q2 2002.
BTW, I am an AMD investor. |
