The TLB is the issue.They desperately needed the 9700s and high end barcy's shipping, and as such, I just cant see them freezing shipments for a minor problem. Its conjecture, but if TLB isnt an issue, and AMD didnt over react, then there must be another problem. A mystery
They are afraid that it could be exploitable in a DDoS attack.
Without barcelona, and with the current pricewar, the phenoms are not economically viable.
I would not expect that they did any quad core wafers after the scope of the erata was discovered.
We should also remember that AMD is well known for having binning problems on early wafers. They should be able to get up to dual core speeds in Q4/08 or Q1/09.
I expect that the higher binned phenoms and barcelonas will transfer to 45nm around Q3/09