Yeah, his English is not the best, and he garbled it, but I think he's trying to say that AMD won't be ready with the design in time. Or, possibly, that if GloFo is just getting 32nm going in H2 10, one would expect at least a year from first silicon to production for a new CPU arch. There's a lot of verification work, a few respins, ... even 18 months would not be out of the norm.
It would help if he mentioned/cited a source for this claim, though
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