Yes -your right, one of the best-kept secrets - Total lack of assured AMD supply on mainstream CPUs.
Note also AMDs official response on the link above. Plenty of reading between the lines required. Little MESH can say or do except avoid the pitfalls to go to where we can be assured availability. And if you look at our site you can see the significant changes we have had to implement. Thank goodness for Core 2 Duo and the apparent performance gains.
Any way, MESH posted letter to our customers on the aforementioned site (our forum) to follow -
As regards to how all this might effects AMD share in the long run - it’s not for me to speculate(on hear at least).