Michael Dell likes to periodically send messages to Intel that Dell does have the option of introducing AMD.
AMD has made some gains in mobile technology, but has been only marginally successful. There is a higher level of integration with notebooks than with desktop PCs, which gives Intel an edge since they are focused on a complete mobile platform.
Intel has inconsistently put energy into storage. It hasn't had a real comprehensive strategy in the past.
Intel has shown preliminary benchmarks that backup their general statements about performance. Based on what I have seen, there is not reason to think the products will not live up to their billing.
Intel let a competitor sneak into a market where they weren't before. Still, it was hard to believe that AMD would be able to maintain the kind of performance lead that they have enjoyed over the past one to two years.
Intel woke up from its frequency delusion and is now going full-bore on dual-core.
If developers don't make the transition to Apple and Intel, they'll probably be making the transition to Windows and Intel. Intel doesn't have a lot to lose.