"Presumably Intel will try to price up NGA and price down P4 stuff, but it's unclear how well that will work."
it will be a struggle for them. They currently are lowballing Celerons and some DC parts to get the ball rolling. But that isn't going to be enough. Right now, AMD's market share is only limited by Fab30, and that gave them around 20% in Q405. By ramping both Fab36 and Chartered, they will be able to more than double the amount of silicon they are processing now. So to stem market share erosion, the only thing Intel can do is cut prices for a widening ring of products. So, where does it stop? AMD will have the capacity to supply 40% or more of the market by the end of the year. What kind of money can Intel make if their P4 product is lowballed? It is pretty easy to price NGA product so it won't sell except for the cost-is-no-object crowd. So there is limited elasticity there.
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