I think Intel lacks competitive products right now, PLUS, they are osbourning their current products with talk of Q3/Q4 products, PLUS the market may be typically seasonal this Q1 vs. last year, where it wasn't down as much in Q1 as normal, IIRC.
Also, I think Intel is losing their premium pricing ability, now that AMD is a perfectly acceptable (and for a growing number, preferred) alternative. So Intel can no longer command premium ASPs... so Intel's ASPs can fall quite a bit, even as AMD's could remain stable, as Intel was starting out with a 50% premium.
