If true, it would explain the delay of prescott into q1 04 for it to coincide with the release of windows64
Apart from not making any business sense, this is a little too generous to Intel. The delay has more to do with the 100+ watts (starting to look like a quantispeed rating) and a new 90nm process.
On another note, have the inner workings of AMD64 been public long enough for Intel to have already produced (in Prescott) a clone?