You think? I don't. IF the things you say were to become facts, OEMs will still wait to see some demonstrated production capability. And, of course, there's always those pesky little Intel salespeople... damn.
Intel may be changing architectures and having a large problem doing so, but I CERTAINLY wouldn't underestimate them. Do I think AMD will benefit from this? Sure. Will it devastate Intel? Nope.
The best data you've got right now is a 1.5% market share increase. OK, so it's not negative, but I'd call it in the noise. Good for the 'droids, 'tho. Will it go away next quarter?