I challenge you to actually think about it for yourselves.
Intel are throwing absolutely everything they have behind Ultrabooks.
They are creating reference designs for OEMs, trying to reduce the build costs, putting $300m into research grants and offering CPU discounts.
All this and the OEM's are hesitant to follow Intel's lead.
Even with the big bunch of carrots Intel is dangling in front of the OEM's all they are willing to do is "test the water".
So we know the OEM's aren't really a part of this push. We also know Microsoft aren't anywhere to be seen.
That leaves Intel, making a move that threatens to piss off Apple by ripping off their designs and helping their competitors, all so Intel can make less money (because of the above mentioned discounts and incentives) than they would if they just let Apple go ahead and sell more MacBook Air's.
At this point I'm going to assume you've realized we're dealing in shades of grey on this one so I'll say again, I challenge you to actually think about it for yourselves.
From my understanding, the OEMs asked for even further discounts to which Intel said, "Hell no!" I think that Intel wants the OEMs to move away from the race to the bottom for their own good (HP anyone?) and also to stave off any thoughts of moving to ARM since Microsoft is now porting Windows 8 to ARM.