There is no question about this - up to now AMD barely shipped out parts.
The big OEMs do not give you an option to select Barcelona in their on-line configurators, and SUN said that they would have Barcelona-based servers available only in December.
Newegg has had some parts for a few days, and then "out of stock" for a couple of weeks.
I also checked on some stores in Akihabara in Japan - and these guys always show first the latest and the greatest - no Barcelonas in stock up to now.
Dirk M. said in the conference call that they shipped "tens of thousands" units in the 3rd Q - namely in September.
Now APPRO, a 2nd or 3rd tier server OEM, is building a monster machine for the 3 US national labs with 48 thousands Barcelonas in it, for delivery in Q1 2008. They got the CPUs. I don't know if they got them all, but if yes, they sucked clean all of AMD production.
As I said in another thread here, Intel said that doing a native quad on 65nm is impractical. Intel knows production, and I trust them on that one. Dirk said that they need to "tune the design to the process". My take is that AMD is stuttering/stalling until they get a 45nm line running, and until then we are in for a rough ride that does not take off.
For a recent channel view on the situation, see
http://www.crn.com/hardware/202404792;jsessionid=QF1WQPJFA2Q50QSNDLPCKHSCJUNN2JVN
Noteworthy quote from the article: "When a company like Avnet, which has been [AMD's] premier distributor, says they're getting no answers, that's signs of a problem."