On the stock side of AMD, I would tend to agree that it has another up cycle coming. The market/industry does not want to have INTC as the only CPU supplier.
The market/industry's wants pale into insignificance compared to AMD's appalling execution.
There are several advantages to doing this: By then you know which mobo's are best for your application you get the price break and for office computers and small networks you can set up some nice systems that keep clients happy but still improves their performance without breaking their checkbooks.
AMD processors have served me well in this capacity There's obviously a lot of investors that still believe in AMD considering the volume and sp today