Nothing moves the memory market quicker than FUD - Andrew Norwood, Dataquest
That is the traditional time the channel gears up for its sales push although it is a generally quiet time for everyone else.
The long-toothed will remember that this er, phenomenon, has happened before. AMD makes a big push at Computex and then when all the fluff has settled, real chips start appearing in mid-August.
But it seems AMD fluffed its Computex launch a bit, and that caused a bit of a kerfuffle. µ