AMD strictly moderated (AMD)

[Elmer Phud]

But still, I think it's appropriate to treat AMD's schedule guidance with a grain of salt.

That's an understatement! Quite frankly, AMD hasn't published an accurate schedule in recent memory. Their Analyst's meetings are a farce and nobody believes anything they say anymore, except for the SI board. Barcelona was originally a Q2 release, then mid year, now late summer and who knows when the next slip will be. Their 65nm process was originally due mid'05 and only appeared in a trickle in Q1'07. I can't believe anybody with functioning brain cells gives their schedules are credibility whatsoever.