In an interview with Henri Richard of AMD, a lot of information on the growth of the company, most especially the successes of the Opteron, is revealed. It's obvious Henri isn't as enthusiastic as Intel is about Intel products (of course), but he makes a good point about hyped products not being made available on the market, whether or not the technology is developed. He also says AMD is quite committed to getting Dell as a customer.
While that would be good for AMD, I hope that goal does not impact AMD's future products. He stays tight lipped about both potential and existing customers, which is unusual, but does make allusions to HP being their biggest reseller for the Opteron, which says a lot in and of itself. It's an interesting interview.