I do not know.
I do know my ODM says that AMD has not even sent out a architecture overview to them yet so they can not even begin to engineer a system.
I would say that since DELL and HP and COMPAQ all get their computers from ODM's that this isn't an isolated thing.
I assume that since AMD is talking about moving to DDR2 memory and possibly changing the slot configuration that this has something to do with the delay.
As the release gets closer AMD should release more of the spec's necessary for the computer manufacturers to have their boxes out. The launch won't be very sucessful if they don't have anything to put them in. I should be able to have a system out as soon or sooner than HP, Compaq etc. I had my Turion system out a couple months before the mainstream players flooded the market with them.
I am completely speculating here so if someone knows something different please enlighten me. KillerNotebooks.com