Given that AMD has essentially lost their way as far as being competitive with Intel, I don't view the releases of new mobile products as being pointless processions in an ongoing spec war, but more as a necessity to ramp performance to a point that disruption of the desktop/server space becomes possible. ARM in your phone, tablet, desktop & powering the "cloud" isn't so far fetched. Right now I see ARM & OpenCL/CUDA as much bigger threats to Intel than AMD is.