It looks that Phenom at higher speeds than 2.3GHz is going to come a bit later than expected. It was promised for Q1, but it might slip in very early Q2.
AMD wants to focus on the power efficient CPUs and to offer the 65W design for the quad core, and it wants to polish the 65nm Barcelona before it launches it again.
By the time 65nm Barcelona / Agena aka Phenom gets its act together, it will be the time for 45 nm parts.
We’ve learned at least a few times that 45nm should solve a lot of problems for the K10 design, so K10.5 might have a fighting chance.