Interesting assessment about AMD...
From the released hardware previews, it appears Sandybridge will have the best Intel GPU offering so far, but that's not much to brag about.
From AMD's side, the Fusion offerings appear to perform at a similar level to current low-end discrete graphics cards or approx. twice the speed of Intel's offering. Assuming AMD's design guidelines for power are accurate, this should be a game changer in the low-end laptop and netbook market and allow AMD to price their CPU's around the same level of Intel which would provide a major revenue boost.
Home users will benefit from better web browsing (hardware-accelerated flash etc) and gaming in the largest consumer market segment which will help the PC as an alternative gaming platform to consoles.
The interesting change will be the impact of a half decent GPU on business desktops. Desktop videoconferencing has been waiting for this.
It might be enough for AMD to get to a competative market share and avoid the major ARM assault that appears to be looming in the form of multicore CPU's.