They will have a 80 dollar directx 9 card that will almost certainly get cycled through the oem sector because its a huge marketing figure. It has the same 128 bit color, vertex and pixel shaders.
And it has passive heatsink on it. That is the product thats gonna hurt ati. So, when developers write backends for the fx cards, they will most likely add multitexturing because its almost cost free. So better looking games, im no annalyst, but these are my theories. The Radeon, although with a.