Yes the 4core would be an Orochi die with 2 deactivated modules, comparable to the the Phenom2 5xx line.
There are several reasons for holding it back:
a) Sales: Too much Phenom2 X4 & X6 inventory, AMD wants to sell it off first.
b) Marketing: Emphasize on the "high-end" 6core and 8core models, the FX4 might influence the image negatively, the prices are already quite "cheap".
c) Optimize ASPs: People who are interested in BD and waiting for it, should buy at least a more expensive FX6 and not a cheap FX4.
I for my part will wait for FX4 ^^ Cheap and I assume easily OCable@5GHz, because there are only 2 modules ;-)
That's enough for me.
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