OEMs Sending Mixed Signals On Vista?

Remarks from AMD chief Hector Ruiz in a conference call with financial analysts threw some light some lingering questions regarding Microsoft's forthcoming Vista operating system:

(That contrasts, by the way, with what Intel CEO Paul Otellini said last week on his company's conference call with financial analysts. Otellini said, "I think it is going to be instant adoption for new machines right out of the chute. . . ")

Last night, Ruiz did add that he expects Vista to eventually expand in the PC market in 2007. But that does raise a question: What are OEMs telling Intel about first-quarter Vista adoption that they're not telling AMD, or vice versa?