If they are talking Discrete I see nothing to prove this. I also see nothing at the source page quoting ANY source. The price drop, 3 AAA games, less heat, noise, temps and even now showing driver problems with their top game (the first mantle game, AMD should have regular play worked out already right?) tells me they won't move the needle 1mm. If 780TI is any good I expect AMD to lose share not gain. As it is I expect no change in stats or a slight gain from NV as they have the better deal hands down vs. 290x with all the problems i mentioned and 3 AAA games, gsync, shield coupon etc. I expect AMD to change add a bundle of games, but that will just kill profits. I don't expect a profit knowing that on top of the 200mil owed to GF dec 31. I expect the two quarters (last 48mil+this next Q) to end in a loss total when counting the GF payment.
As the article notes gpus dropped and so did notebooks. AT best they bring it to no more losses. They might have been correct if NV had NOT responded at all. But they responded with such a discount I think AMD is going to get hurt more than simply stopping losses (and anyone thinking 290x=gains after the NV response is crazy). They might have also been correct at 40% if mantle had been embraced (in some fantasy world) by consoles. But as suspected they block anything that will diminish the ability to port to anywhere easily (if you can port easily you don't need a console eventually, or stuck on directx).
If everyone gets Enterprise email (exchange) RIMM isn't special. Look at the stock now (can't even sell that turd company). If everyone gets retina screens and talking search help Apple has nothing special...Look at apple stock for the last few months. IF everyone gets modems QCOM isn't special....Watch for this one to play out over the next 2yrs (already hurts margins last few quarters as others enter modem game, Intel just got added to NV/broadcom etc).
Now it's about games. Only AMD/NV are special there. NV will rake it in over the next few tegras as desktop gets a free ride to mobile (chips already done for both, just shrinking them all to socs, drivers done, games optimization done, devs know AMD/NV gpus inside out), and AMD, if they can live long enough might get a good chunk of money too. But my money is on NV just because of their balance sheet and products quality (recently, and even now, cooler, no noise, low watts). Gsync will be adopted too, the question is how fast and that depends on if they license it or just try to use it to kill AMD for a long while. Mantle will NOT be widely adopted (as Sony/MS show). MS will not help you get off directX or consoles...LOL. Gsync could also be licensed early to everyone but AMD for a while to ensure card gains while getting it into everything (smartest option if I was running the show that's what I'd do). You need it running in everything with a screen, but no need to help AMD for a while to accomplish that. I might make sure Qcom doesn't have a lic for a while either...LOL.
In a world where 40% of the time on mobile devices is spent on gaming, pitting the gaming vs. your modems which are quickly becoming not special (NV already has that covering asia, parts of america & shortly everywhere), I like the guy who has gaming/drivers/dev support as top notch. Raise your hand if you think we'll be talking about modems in two years. Nobody. Raise your hand if you think we'll be talking about the great mobile games in 2years...I see a lot of hands

Shield's huge upgrade with mapping the gamepad, shadowplay, streaming out of beta etc just added a lot to their desirability (and $100/50 coupon off makes it a $200/$250 device while selling a vid card). The modem story is a tougher sell if only because of data caps everywhere. I just race to my caps faster than before. Better games however, are a game changer
😉. Qcom has about 6-12 months left on the modem train then its all gaming from here out as everyone integrates a multimode modem that goes everywhere. Intel will probably be late to this, but what 12-15months instead then? - you get the point. I don't think qcom will go down as badly as rimm, but they're going to get hurt the same way without a real GAME plan (pun intended). If carriers suddenly get generous and give unlimited data cheaply maybe the modem starts to get talked about again, otherwise, carriers seem to be about to end the speed party as we already hit caps monthly easily so what good does a faster network do past what we have now?