The worst may be just beginning.

Implications: Intel is much stronger in the processing side and as geometries shrink and the price of fabs skyrocket the larger company has a distinct edge going forward. Companies that make computers want a strong AMD to balance Intel's demands and break their almost sole source price stance. AMD has to develop a much stronger graphics chip design as a differentiator to capture market share-much as S-3 did in the nineties. AMD also has the option of combining a less powerful 86 core with the graphic chip and communication chips to position itself between the Intel/ARM battle for non desktop/laptop applications. AMD's sales force has broader coverage in non computer companies and is mostly rep based giving it variable cost-of-sales benefits in probably a down market in 2008.

Analysis: If Nokias new laptop/phone hybrid developes into a new business standard Dell, Hewlett Packard and others would need to develop similar products where power savings and chip integration would be more important than the raw speed of multiple cores and high frequency. I have always thought that a market exists for a larger graphics communication device for sales people to integrate their resource team for a sales call. This kind of device becomes much more possible as higher speed RF links develop within companies.
Graphics capability and communications trump raw computing speed.