I guess the question is did the Solectron cancellation actually result in less Opterons being sold last quarter. Or rather, how many less.
Anyway, it's peanuts at this stage. Everybody knows servers are a slow sell, especially on a brand new architecture, chipsets, etc. SemiconEng seems to think that the AMD brand name is so trusted and revered in the IT world that it could expect to skip a slow-ramp up, but alas, they have to get in line at the lab like everyone else.