My personal experience with AMD has been pretty miserable. As the proud owner of an ATI (acquired by AMD 2 years ago) video card I've watched new drivers roll out, wondering when AMD would decide to support its product. They even refused for a long time to release APIs so that the opensource community could aid in development. So I can see why these guys are dead in the water. Two questions:
Is there any chance of ATI not going under with them? Before they were acquired they were good.
Second Intel and nVidia might (probably will) simultanously lose their most direct competitors. Is another company going to fill the niche are might they begin viaing for each others market shares?