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I think all they have going for them is a very very strong media backing. Look at Intel's huge "Intel Inside" campaign. No one had a clue what on earth they [Intels] were, but if the pc had an Intel inside, it was probably pretty good. They've simply hit the media a lot harder than AMD has.
nVidia has a similar story. ATI was the background, "new" company, while nVidia was the strong company. They had/have their GeForce line, which was hyped big time on everything from TV to parts catalogs. Also, they're on all the major games. The latest, I opened up the BF2 box, out falls an nVidia ad. They had a little intro movie on the demo. They've got this in tons of games.
Simply put, AMD and ATI haven't played the media like Intel and nVidia have. Once people see which companies really offer the good stuff, I think we'll see a rapid decrease in Intel and nVidia stock.
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