Seems like there's only up side for AMD. They're not getting Intel-level prices now because they're not being used, so as long as they're not selling below cost, it's all upside to them. For Intel's part, they only have to follow suit if/when the strategy starts working for AMD, by which point AMD may have clawed back enough enough market share to have justified the strategy. At that point the race to the bottom probably ends, and prices might incrementally inch up somewhat, but the increased competition will still probably depress Intel's prices over what they would have been, while AMD still has gains.