Interesting.
But Bulldozer is not clockspeed limited, as evidenced by the 8.4GHz world records...it is power limited. The FX8170 does not exist yet because the FX-8150 at its anemic 3.6GHz already uses way to much power.
The other thing about this line of thinking is that it doesn't explain the performance (IPC) at lower clockspeeds where such fixes would not be necessary.
Take the Interlagos Opteron line, where high clockspeeds were never going to be the focus, why would they ever castrate IPC on those low clockspeed processors just to address a signal integrity issue that limits clockspeeds?
Everywhere we look, be it Llano and its clockspeed enveloped versus power-consumption, to Interlagos, to Zambezi, the "problem" in all cases is IPC/watt. The fundamental microarchitecture itself has too low of IPC, combined with GloFo's 32nm process being a bit of a power-hog.
The parallels between Intel and Prescott vs Dothan on 90nm are there, every where we look.
It would be super-neat if it is true and somehow the magic inside bulldozer has yet to be unlocked. It would be unprecedented too, which would make it even neater.
But it seems odd they would limit performance of ALL bulldozer SKU's just so they could get a few to bin out at 3.6GHz speeds with lowered IPC. And it still doesn't address the fact that the power usage, regardless the performance, is what limits the clockspeeds. The process does not seem to be limiting clockspeeds since they can be clocked to 8GHz if cooled. (which is not true of say Sandy Bridge which doesn't really OC any better if it is cooled)
But I like hope, so here's to hoping for something awesome coming down the pipe for all of us!