I'm pretty sure Intel is going to enable64-bit for the next-gen Celerons. Unlike the K8 architecture, the P4 core relies heavily on cache for performance. Because the pipeline is so long, a cache miss really hurts performnce. So, the easist way for Intel to differentiate their processors is the to add ro reuce cacahe. Again, for a P4, cacje makes a huge diference in performance. This is NOT the case with the K8 core. The K8 core has a much shorter pipeline and because of this (and a few other reasons) cache size is not nearly so important. As a result, AMD cannot simply cut the L2 cache in half for their budget CPU and leave everything else intact. Doing so would create a "budget" CPU that performed almost as well as the mainstream part. Instead of reducing cache, AMD has decided to take away 64-bit functionality. The resaoning being that if they can't cripple performance, they might as ell cripple features. This kind of thinking is why AMD continues to struggle. Intel, on the other hand, can throw every feature possible into the Celeron because it will ALWAYS perform tangibly worse than the mainstream P4 becase if the reduced cache. Unfortunately, by choosing this approach to segment their product line, AMD leaves themselves open to exploitation by Intel, which is certainly a huge - and OBVIOUS - mistake. When will AMD learn?
On another note - the reason AMD is using the AXP core is that
1) they have a lot of manufacturing equipment set up and running very efficiently making these cores
2) All the MB manufacturers and OEM's have large production lines, mature engineering, etc. based around Socket-A
The more I think about it, the less unreasonable this decision is by AMD. Of course, only the Socket-A Sempron's will be AXP-based. The S754 Semprons will have a K8 core of soe kind with the x86-64 registers disabled. This *might* be because the core is a POS and they needed to "downgrade" it, but likely this will NOT be the case. AMD has already claimed their yields for K8 are as good as for K7. Unlike the Celeron, where even with all the bells and whistels it still underperforms due to low cache, the Sempron will probably perform very well without the bells and whistles. Amd is going to transition the A64 to it's 90um process, and theave their 130um A64 process intact to make Semprons (and leave their AXP equipment intact to make S-A Semprons).
For those of us who don't need 64-bit capabilities, I am pretty sure the S754 Sempron will be a great performer. Only probelem? The world+dog is going to think the Celeron is a better choice because Intel will enable the 64-bit registeres in there and tell the world how great it is. How about adding some cache instead...