20050624

AMD in Notebooks

AMD is a little late to the party here. While they've been doing very well with their desktop Athlon 64 chips, they needed to watch the market. For years, they let Intel run away with the notebook market with their "Centrino." And now, notebooks are outselling desktops- a trend that is likely to continue. It's nice to see AMD making a great notebook chip, but two problems remain. First, ony HP/Compaq wants to use it in the US market. Second, they need a strong advertising campaign to get the word out, and AMD hasn't historically done that well.

Turion's debut comes at a time of unusual turmoil in the mobile-chip business. Notebook sales have been strong, and supplies of Intel's Pentium M processor, also known as Centrino, are tight. Laptop manufacturers report that quotas on some Pentium M chips have forced them to trim production. What's more, Intel is planning a major change in mobile-processor technology just months before Microsoft (MSFT ) plans to launch its long-awaited Windows update, code-named Longhorn. All of this spells considerable confusion for consumers in coming months


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