[citation][nom]dragonsqrrl[/nom] Kabini will have to compete with Intel's upcoming ULV Haswell, which will go as low as ~10W TDP and will be an SOC[/citation]
No, Kabini competes in the Intel Atom price range like its predecessor, AMD Brazos.
Sure they compete in a similar TDP range, but you wouldn't expect people to compare the chips that go into $999 ultrabooks with chips that will (ultimately) go into the same form factor as them, but are priced at <$400.
ULV processors from Intel are priced at a premium - because Intel is unchallenged in that space. AMD would be insane to try and price Kabini anywhere near IVB or Haswell ULV parts, because AMD will never win by overpricing their products.
"There's no such thing as a bad product, just a bad price point"
Edit: Not entirely sure why my comment got cut off, but here it is. Please note this comparison was made about the ultraportable area of the market, where the main concerns are weight, screen size and battery life. If we start comparing a CPU designed for primarily 11.6" or 10.1" screens with say 35W CPUs in a 15" form factor, you've lost the whole point of the comparison you're doing ultraportable vs. desktop replacements. Sure, if a manufacturer wants to put Kabini in a 15" form factor then it's fair game, but for the majority of Kabini chips, we'll see them in ultraportables, not desktop replacements.