GlobalFoundries roadmap slips?

[informal]

That's right, I generally assume that when a company promises something in a PR and then doesn't deliver, it is because something went wrong. But you're right, it could simply be that IBM, GloFo and AMD are merely continuing to "choose" to not use / delay / delay things.

So assuming first Bulldozer silicon in Q3 2010, that would mean, what, 12-18 months for a new architecture to be respun/validated before launch (particularly on a new process), so Q3 2011-Q1 2012 launch frame? So it competes with 22nm Ivy Bridge / Haswell ?

2012 for Bulldozer? Yeah if they run into design problems,no if they don't. It has always been Q1/Q2 2011,and now that we see a tape out for 32nm SOI is scheduled for Q1 2010 and risk production is Q3,the Q1 or Q2 2011 for desktop BD parts is very reasonable.