Looking at it realistically, the TBred is just another speed bump on the Athlon roadmap. The changes you see here today on the TBred have been anticipated for a long time now. The shift from 0.18 to 0.13 micron and the accompanying drop in voltage have all been on the way for a long time now.
The lack of overclocking headroom in these 0.13-micron parts make us question exactly how well AMD's 0.13-micron process is doing at this point. If yields are currently low and set to improve over time then AMD's 0.13-micron process is at fault currently, however if the process is sound and 1.8GHz is the max we're getting out of these cores then that points to architectural limitations that are holding the Athlon XP back. We will be keeping a very close eye on how AMD is able to scale their 0.13-micron processors over the coming months, if they are unable to hit above 1.8GHz today it may be a struggle between now and the end of the year to remain competitive with the Pentium 4.
The Athlon XP 2200+ is another bump in the speed grade of the Athlon. The transition to the .13 micron process will allow AMD to save money and increase volumes as well as lower power requirements for the Athlon line. It is only a 66MHz increase over the past 3 months, and that may lead to Intel gaining more marketshare during the slow time of the year. It appears AMD strategy remains to hold off Intel as best they can with a more cost effective, but architecturally unchanged Athlon while they use their SOI technnology for Clawhammer's release later this year.
AMD had the opportunity to give the processor a welcome boost in performance with a jump in front side bus speed but they declined. As mentioned earlier, they are somewhat crippling the CPU at 133MHz FSB as the multiplier gets bigger and it seems that only overclockers and tweakers with the ability to drop the multiplier and up the FSB will get the real benefits from the increase in CPU clock speed over XP2100+.
Whoever expected new horizons in performance of the Thoroughbred core will be somewhat disapppointed, particularly by the lack of overclocking capabilities. In fact, the XP2100 in my hands clocks higher than the TBred and with the higher FSB and associated memory banddwidth gain, there is not much to be gained for the overclockers community with going for a TBred.
I think we can see a trend here. The new Athlon XP may be smaller and faster, but without any new core enhancements, it is just another speed upgrad