That AMD are planning to drop their 1mb cache (per core) x2 range. A comment was made that this was down to the fact that the 1mb cores also contained 3 hypertransport links that would be useable on 4x4.
What I can say is that all desktop and server AMD processors that have 1MB L2 cache are identical in die layout. The differences between Opterons and regular A64s are just in microcode programming and optimization, length of validation, and presumably quality of materials. Everything favours the Opterons of course. So it is true that the 1MB A64s and X2s have 3 HT links like the Opterons just that 2 are disabled either physically after manufacture or probably just in the microcode. What AMD is doing by discontinuing 1MB cache processors for consumers is to shift those chips into the server market where the return is higher. This is good for them because it maximizes their profits while their production capacity is constrained. Increased production from Chartered and Fab 36 is supposed to alleviate this.
The interesting thing as you point out is the affect this would have on the 4x4 platform. I've heard that the 512k L2 cache models really do only have 1 physical HT link in order to save transistors. I don't know for sure personally, but I think it's very likely. I always wondered why AMD was so specific about the 4x4 platform being only available to the FX processors and how they would justify that with other 1MB cache processors available that have 3 HT links. Now with the elimination of those models it's doubtful that the 512k X2s will have the HT links necessary to operate in 4x4, which would explain why AMD said it would only work with the 1MB FXs. This should mean that people's dreams of a cheap dual X2 3800+ 35W 4x4 system is unlikely. (The Energy Efficient models also aren't involved in the recent price cuts).
The only hope is that currently both the 512k models and the 1MB models are called the Windsor core whereas previously there were separate names for the 512k and 1MB models. Still it's doubtful that the 512k models would just be reject 1MB parts since there wouldn't be nearly enough volume and it wouldn't be cost effective.