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To: Tony Viola who wrote (158395)	2/11/2002 9:26:57 PM
From: Paul Engel	Respond to of 186894

Tony - "This is almost getting funny. AMD was supposed to have an edge this year in mobiles and instead of waiting for them, notebook makers are crawling all over each other getting P4 based machines out there. And, they're using unreleased P4 mobiles or even desktop mobiles. I think the P4 has everyone's attention, to say the least. I would imagine that market share for AMD will continue to dribble, if not cascade, down. " Your observation is very telling. The demand for AthWipeys seems limited to those on the Banny Mani thread. Paul

To: Tony Viola who wrote (158395)	2/11/2002 9:43:19 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Tony, <I would imagine that market share for AMD will continue to dribble, if not cascade, down.> To be sure, it's hard for AMD's mobile market share to decline when it is already pretty low to begin with. My guess is that the laptop market will grow this year, and both Intel and AMD will make hay. Of course, you'll see AMD brag about their gains in mobile market share and turn it into yet another reason to bash Intel, but would you expect anything more classy from the AMDroids? Tenchusatsu

To: Tony Viola who wrote (158395)	2/12/2002 12:29:43 AM
From: Joe NYC	Read Replies (4) \| Respond to of 186894

Tony, This is almost getting funny. AMD was supposed to have an edge this year in mobiles and instead of waiting for them, notebook makers are crawling all over each other getting P4 based machines out there. I have to say that I don't understand the move. Toshiba move must have a blessing from Intel, IMO. But what would be the reason for Intel to give Toshiba the go-ahead? - If a desktop chip goes to a laptop, Intel's revenue from the sale is less than a half of the price of a corresponding mobile chip. - The end user experience (from excessive heat, low battery life) is worse than other Intel products. - A genuine mobile product (at least by name and price) is only 2 months away. So why bother? I think there is a parallel to Intel (panicking and) releasing .18u P3 at 1 GHz about a year ago, which happened about a month before AMD's entry to mobile space. It was also about 2 months or so before the release of Tualatin based notebooks which replaced the .18u product. Joe