I'm anxiously awaiting results on Clarkdale/Arrandale graphics as well. I'm surprised that there have not been a lot of leaks by now on their performance.
I fully expect Intel's integrated graphics to continue to gain market share in the overall market as they raise their game. This will have a two-fold effect as C/A-dale ship as a default "chipset" more frequently and due to satisfactory performance I expect that OEMs will reduce the amount of add-in graphics that they traditionally have added to "upgrade" the onboard integrated graphics.
I suspect that sub-$100 oem market for addins for non-gamers will take a hit at both NV and AMD.
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