There is a very interesting article and many more on the web in the last few days solidifying many of the things I have been hearing recently. The AMD 64-bit architecture with a 64-bit chip supporting native 32-bit applications seems to have turned Intel another direction to do the same instead of the current Itanium which only emulates a 32-bit environment thus making the 32-bit applications run slower. Intel will be showing its codename Yamhill chips in about a month. The biggest question I have is will it be compatible with the AMD 64-bit architecture or will we be unfortunately have two 64-bit Windows operating systems required and two versions of each application for the different architectures, I sure hope not.
It will be interesting to see what happens but the market chatter and machines selling by AMD definitely show that architecture is the right method for a 32-bit to 64-bit transition in the market. Evolution, not Revolution.