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One other note on Moorestown: The Echo Peak wireless chipset in Menlow will be replaced with an Evans Peak chipset that adds GPS to a menu that already includes WiFi, WiMax and Bluetooth. "Additionally we will also have a 3G solution in this timeframe," Thakar said, though he declined to give any details.
Moorestown is on track for 2009-2010. To prove it, during his keynote, Anand Chandrasekher, the senior vice president and general manager of Intel's ultra mobility group, showed a wafer containing the "first silicon" for Moorestown.
The rise of netbooks
Currently, the Menlow platform is used three different types of gadgets: Mobile Internet Devices or MIDs, netbooks and nettops. Intel continues to show off MIDs from Lenovo, Fujitsu, Clarion and others, but the rollout of a Mobile WiMax wireless broadband--a key enabling technology--is behind schedule and MIDs, like UMPCs before them, still seem like a solution in search of a problem. Instead Atom has found a home in notebooks which have morphed from a "One Laptop Per Child" sort of product to a much broader market--a development that seems to have caught Intel by surprise.
"All of these [netbooks] are wonderful. When we envisioned the netbook, we thought it was going to be predominantly for emerging markets," said Dadi Perlmutter, Intel's executive vice president and general manger of mobile platforms, in his keynote. "But we are surprised, happily surprised, to see that this technology is also being desired in mature markets."
The dual-core Atom processor arrives
Finally, Intel also announced the first dual-core Atom processor, the Atom 330, paired with a new mini-ITX format motherboard--both of which are designed specifically for a third category of Menlow products: nettops. Like their mobile counterparts, these are basic desktops designed for both emerging markets and as a second or third PC in households in mature markets. The Asus Eee Box and MSI Wind PC are two examples. (Intel says the mini-ITX board and Atom chips may also be used in Internet kiosks, thin clients and point-of-sale systems.) One of the problems with these systems is that some mini-ITX components are actually more costly than standard desktop components, so it is tough to build nettops that are much cheaper than full-fledged budget PCs, though if the nettop volumes increase, that will change.
Still it's clear that the primary market for Atom is mobile devices. During his keynote, Perlmutter showed Intel's estimates for worldwide computer shipments through 2012, which illustrate just how fast notebooks, and increasingly Atom-based mobile devices, are expected to grow--and how important they've become to Intel's strategy.

posted by John Morris
August 20, 2008 @ 8:47 pm
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