Why? Why is it all of a sudden fail/tragic/catastrophic? I mean, wasn't BD first supposed to appear in 2009? And now it's gone from Q2 11 to Q3 11? What's with the sky is falling act? If June 11 was ok, then so is Sept. 11. SB appeared in January, SB-EX hasn't yet, IB is due Q2 12... seems like there is lots of room.
Karlotta may be exaggerating, but it's pretty bad. AMD isn't doing very well at all in servers, and Sandy Bridge just punishes K10 in all conceivable ways. Thank God Llano hasn't been delayed… which also illustrates that sticking with K10+ cores for the first generation of Fusion was the right decision.