Re: They are selling dual core (and even quad core) CPUs with lower blended ASPs than (largely) single core CPUs a year ago...
Which is lower ASP than in 2004, which was lower ASP than in 2003, which was lower than in 2002, etc.
ASP has been one of those metrics which continues to decline YoY, as part of the overall trend of the market. If I ever see another slide showing it's 10 year constant decline, I'll be sure to post it. The only reason it was accelerated this year was because Intel wanted to get back to a leadership position and halt AMD's market share gains. And though it's still preliminary, it appears as if things have worked out better than they could have possibly planned.
Though I don't think Intel could have done so well if not for AMD's help. They owe at least some of their prosperity to AMD's languishing execution over the past 6 months.