Some perspective is probably in order, though, with respect to general PCIe rollout:
*I think this PR was done primarily to let the markets know that ATi is the only IHV presently shipping PCIe-compatible graphics in meaningful numbers.
*This is a "units shipped to system OEMs" PR, not a business-consumer deployment report, or a market-share estimate.
*The number of AGP products shipped in the same time frame is likely a multiple of this number.
*Considering the ~140M machines shipped in '03, this number is well below 1% in terms of total annual market saturation for '04, I'd guess.
*Considering the total current worldwide deployment of several hundred million non-PCIe machines, only a few hundred million more PCIe boxes need to be sold into the market to achieve a 50-50 deployment split with non-PCIe.
Still, though, from ATi's perspective as opposed to a PCIe marketshare deployment picture thus far, this is a fairly impressive PR announcement. I suspect, though, that much of it has to do with the general advantages of ATi's reference designs over that of the competition moreso than because of native PCIe support versus an AGP to PCIe bridge implementation (which certainly is an advantage, but a minor one I would think from the OEM perspective versus considerations like size, weight, power consumption and heat dissipation, etc.)