Intel Corp (INTC)

[Temp-]

[...] a sudden fall in Intel ASP would be a bad sign for AMD because buyers aren't stupid. They would demand similar cuts from AMD.

If Intel parts are seen by customers as currently inferior overpriced, Intel may be forced to propose rebates in order to maintain market share. These rebates may be not be proportionate to the expected immediate lost market share if Intel think that there is some strategic interest in preventing AMD share gain in specific segments, or if long-term contracts are at stake. It will be interesting to know if Intel ASP are affected for Q1. By the way, has AMD not already confirmed guidance?