Bingo. Of course they do. Dirk's "on track" statement does not rule out process impact on the BD timeline, given that the bulldozer launch window is still 12 months long. Put another way, a hypothetical slip from Q2 to Q4 2011 would still mean BD is "on track".
But more directly, look: it's Q3 2010. BD hasn't sampled yet, per Dirk. For a new microarchitecture, the biggest change since k7-->k8, it's going to be AT LEAST 12 months from first silicon to production shipments, and probably more like 18 months. Don't expect any BD products until some time in H2 2011 at the earliest, if it remains "on track", and even later if either design challenges surface or the process troubles remain relatively intractable.
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