Theo Valich writes at his new site that AMD is gaining both marketshare and mindshare. He heard from various marketplayers that sales of AMD chipsets and processors are up, and that the Leo platform will enable some impressive overclocking for the ingrated graphics:
As it usually happens, good PR is worth a pot of gold, while conventional advertising is worth "dozen a dime";, and this success automatically translated into good sales. According to our sources from the world of motherboards, AMD achieved large boost in motherboard production. A smaller Taiwanese player told us that AMD went from 8% of their product mix to 24% in a period of a single quarter. This is not the only good news... we spoke with representatives from major motherboard vendors, and they too confirmed that the interest and more importantly, orders for AMD sparked interest and now R&D teams are focusing on improving AMD platform... some of these improvements are already on the market in a form of "buy Phenom X3 with 4MB of cache and get 2 more for free"; - but they're nowhere near from being done with the platform.
We also received news about Leo platform (successor of current Dragon platform), which should have the ability to overclock the mGPU all the way to 1GHz using decent cooling... for integrated graphics part, we're impressed.
Getting back on the subject, we spoke with one [System Integrator] in the US and four vendors in EMEA region. All four vendors saw a large increase in AMD orders, and in the case of two vendors in EUrope, we have the case of AMD going from 10-15% to 30-35% of overall product mix. Since we're talking about thousands of machines, bean counters in AMD should be really happy about this turn of events.