>> The proximity to the leadership change at the FTC etc.
I think that's the only relavent proximity. Some economists are unhappy with US courts precedents that say as long as price is above avg variable cost, then it is legal regardless of how much it harms competitors. I am guessing the new person at the FTC is one of those unhappy folk.
Unfortunately for him and for AMD, the courts don't give a darn about his unhappiness. the per-se legal standard is still avg variable cost.
That's why AMD now is in a deposition panic, because they have to show some other Intel actions that are illegal in themselves. Since volume rebates are not illegal. Even if they force AMD to lower prices, suffer losses, and eventually go out of business.