|Contrary to its earlier statements, AMD has now revealed that its 2.4GHz quad-core Phenom 9700 and 2.6GHz Phenom 9900 have both been delayed until the second quarter of 2008. AMD hasn't said how this will impact the introduction of the 2.8GHz and 3GHz parts that were originally projected for late in Q2, but these will almost certainly be delayed as well.
AMD does have a new Phenom planned for the first quarter, but the company is choosing to focus once again on power efficiency over performance. AMD hasn't released specifics, but has confirmed that the upcoming Phenom 9100E will be a low power part at an undisclosed frequency. Given the Phenom 9500's 95W TDP at 2.3GHz, it's reasonable to assume AMD is aiming for a TDP of ~65W. Assuming that AMD adheres to the rating system it has established with Phenom thus far, clockspeed should be around 1.8GHz.
It's not clear yet whether the delay of the Phenom 9700 and 9900 correspond to a delay with AMD's B3 stepping. Presumably B3—intended to fix the Phenom's much-publicized TLB erratum—is still on track and AMD is simply waiting for it to be ready before it launches new Phenom speed grades. The alternative would be to ship B2 9700/9900 parts almost immediately followed by B3 9700/9900 parts, which wouldn't make much sense for any company.