It doesn't help that Applied Micro withholds a great deal of information. In a vacuum information like the stuff you quoted from Linley Group stands unchallenged.
And Applied Micro is even worse than Freescale at this, but they both often allow their working partners to release information before they do themselves.

The dates you've mentioned for the likely shift in development are close to when I approached Applied Micro about an NDA. No one I talked to was anything but positive about the Titan core. But at the time, their reason for no giving me an NDA (you don't maintain a website) was pretty lame (considering I wasn't interested in promoting my endeavors on the internet).

Finally, I still don't understand why Applied Micro is harder to establish a relationship with than IBM (which is in itself pretty close mouthed, but not that bad).
I don't get my suspicions about Applied Micro's solely from your postings. It's the entire way they've dragged out this situation and the incomplete information a half-truths we've been getting the whole time.