...and somehow, I'm not surprised.
Intel and M$ have outgrown each other. Both of them need each other, but they don't NEED each other, if you know what I mean. Actually, IMO, Intel needs Microsoft more than Microsoft needs Intel. Intel's processors suck monkey nads (okay, I could be a little more technical about it, but hey, we know what I mean, right?) and Microsoft is really the only "big" thing going for them. The Linux market from what I've seen is a lot more willing to head for "alternative" platforms - like AMD or even PPC if they can get them.
Microsoft, OTOH, is transitioning to a platform-neutral approach - .NET. In fact, if by doing this transition, they can lock all future PCs into HAVING to use Windows, and not being "refittable" for Linux, this gives them a lot of lockdown ability.
What if the next version of Windows only ran on a .NET enabled processor?
What if Microsoft started releasing a "Business-class" X-Box?
See where I'm going with this? Overnight, the cost of an Intel/AMD box would probably double. There's a lot of market, and the economies of scale are what drive the prices down.