is it possible a material part of the K8 SOI production capacity will be diverted to 32bit K8 parts?
Originally, before Intel's capitulation to the AMD64 marchitecture, that may have been the case. But I can't see why any OEM would refuse 64-bit capability on any grounds other than cost. Compaq's Jonathan Kaye, manager of product line marketing for HP notebooks, said this on 3/9/04, according to EWeek http://www.eweek.com/article2/0,1759,1545290,00.asp
"In the coming cycle, 95 percent of what we offer will probably be Hammer 64"
And Compaq is the only OEM using the 32 bit Hammers.
Market Data 
Markets 
AI
