More on Bernstein's downgrade of Intel (NASDAQ:INTC): Analyst Stacey Rasgon actually thinks...

More on Bernstein's downgrade of Intel (NASDAQ:INTC): Analyst Stacey Rasgon actually thinks Intel's Q4 results will be above consensus. But he's worried the company, which badly wants to bring ultrabook prices down, will see a mix shift towards cheaper Core i3 notebook CPUs relative to costlier i5 and i7 parts, reversing a recent trend towards stronger i5 sales. Rasgon expects Intel's notebook CPU ASP to fall to $88.84 in 2013 from $94.17 in 2012.