According to Intel senior vice president Anand Chandrasekher, the company's less than stellar first quarter was due to the termination of its entry-level chipsets. ATI, VIA and SIS picked up the slack when 845/865/915 supplies ran dry, but Intel still suffered from a self-inflicted wound.

Thanks to a chipset supply agreement with ATI, Intel is certain that the shortages of the past will not continue in the future. If Intel wants to combat any further inroads to be made by AMD, this is at least a start. Intel's Core architecture should take care of the rest. From DigiTimes:

The shortage of Intel chipsets has driven up rival AMD’s relative market share, as more equivalent chipsets for AMD-supported motherboards were produced by third-party suppliers, the sources said. Intel’s resumption of production of its 865 chipset is considered to be the chip giant’s first move to disrupt AMD’s share growth, according to the sources.