What a very colorful thread!
Thorin,
I can't remember the place I saw it, or the exact wording, but according to the Intel press release about the P4, it will indeed be in "limited quantities". The latest release I have seen (or official word from Intel) was that P4 would ship "hundreds of thousands" of units this year. This is a bit vague. 100,000 ..... very limited quantities; hardly worth mention, 900,000 ... volume shipment of product for a single quarter, especially for the high end.
As for the clock speed, I have heard that it will be released at 1.3 and 1.4Ghz vs 1.4 and 1.5 GHz. This is quite believeable since I have previously read technical articles showing the physics limitations on Aluminum interconnects. Until Intel gets to a .13um copper interconnect process, I don't think they can get much more than this release speed.
As for overclocking, don't count on it. A Quad pumped FSB will be VERY particular about speed. As pointed out, emagine the EV6 bus sensitivity to overclocking and multiply by two.
Although the Hammer family will be more than a match for the P4, I don't believe it will be introduced prior to the planned date of Q4 2001 since AMD has just made the die shrink to .15um for the Mustang core family. At .15um the Mustang core should have no problems reaching about 2Ghz. This will be more than sufficient to compete with the Intel offerings through next year. After this, the Hammer family will be introduced. Even if Hammer could be introduced tommorow, AMD would not do it. It is a little business practice called "Return On Investment". AMD will milk their technology for profit to the extent that the market competition allows them to.
Eli,
Lets hope that Intel continues to do well. AMD will only push the envelope of performance as long as they do. We benefit from competition. Lets not replace one monopoly for another.