I'm expecting the "are you ready" marketing from AMD any time now if this turns out to be true.

Personally I can wait after Christmas. Of course it sounds bad if they really have single digit yeilds, but FUDzilla gave a totally different explanation for the possible delay, so who knows? Still rumors of delays are never good.

Demers did say they would take their time with Cayman, because the risks are lower in high end and Christmas market isn't crucial for it unlike for Barts. Better they take their time, but to me it sounded like an explanation for future delays...