Generally black tries to play without Ne5-c4, if possible.
You are right that in some variations white wins a tempo compared to the old 12.h4 Nc4- mainline.
1.e4 c5 2.Nf3 d6 3.d4 cd4: 4.Nd4: Nf6 5.Nc3 g6 6.Be3 Bg7 7.f3 0-0 8.Qd2 Nc6 9.Bc4 Bd7 10.0-0-0 Rc8 11.Bb3 Ne5 12.h4 Nc4 13.Bc4: Rc4: 14.g4 h5.
These positions are Ok for black, and the question is now if the extra tempo makes an impact.

In the 9. 0-0-0 Bd7-line, black holds back Nc4 as long as possible, but at some point I guess he has to play it:
9.0-0-0 Bd7 10.g4 Rc8 11.h4 Ne5 12.Be2! h5!? 13.gh5: Nh5: 14.Rhg1 now white threatens 15. Bh6, so:
14. ... Nc4 15.Bc4 Rc4: attacking d4 and preventing Bh6.

White does not allow this possibilty to defend with Rf7, in this game white plays Bh6 before taking hxg6 : 9.000 Bd7 10.h4 Rc8 11.Be2 Ne5 12.g4 b5 13.h5 Nc4 14.Bxc4 bxc4 15.Bh6

robl wrote on 08/15/07 at 21:34:53:

Thanks for the information. I like this game. The pin of the white queen is very nice!

FightingDragon: you' right of course, white hasn't exchanged pawns by move 15. 15.Bh6 does look winning. I guess a better plan is 12...Qa5 as in Dearing's book or 13....Qa5 but avoid Nc4.

thibdb13: Your idea is interesting, here Chris Duncan never castles in this variation and wins
http://www.chessgames.com/perl/chessgame?gid=1008636

@robl: It is logical that white loses to 9. ... Bd2 as it wins the queen 
The problem with the line you give is that it's not possible! this is often a white attacking idea in the dragon to delay hg6: as long as possible to avoid Rf7 or the escape of the king to e8.
So white plays 15.Bh6! when black has big problems.

@rooksway18: I had a game with 13.Ndb5: which was actually the last one where I played 9. ... Bd7 as black, white ate my pawn, and mated me anyway a few moves later, because his attack was faster regardless. 13.Ncb5: could be similar, there is also a game by Nigel Short with white.

The reason why I don't play 9. ... Bd7 anymore is that white has a choice how to get an advantage, e.g. see Experts vs. Sicilian. Perhaps my point of view is too negative for black because I know too much about the variation. So perhaps it is playable if white doesn't know much about the variation.

FightingDragon wrote on 08/13/07 at 19:13:59:

I would Bd7 is good if black does not castle too early. I plaid many games letting my King on e8 where white already started his Kingside attack (being I would castle in the next (few) move(s)) and won them all. These were of course games at 1800-1900 level. I have the impression that this ways spares black one usefull tempo to develop play on the Q-side

Sorry for the typos I've obviously meant Bd7 not Bd2 for Blacks 9th move.