The 80% number is not a comparison to current cores.
Yes it is what you get from CMT. So we do not have 80% more from previous cores but only 62% (10% slower cores with 80% gain from CMT). Thanks to point this out. Actually it could be even lower because of scaling issues.
Therefore from ISSCC in combination with your CMT statement: AMD Bulldozer should be (design target) 62% faster than current generation of AMD CPUs using twice the core count.
Have a look at the ISSCC statement from AMD's engineer Michael Golden:
The unit helps the core meet its target of delivering 90 percent of performance of past AMD cores with a significant reduction in area and power, said Michael Golden, another AMD engineer.
Really quite interesting:
Michael Golden: Bulldozer core 90% of performance of previous cores
John Fruehe: Bulldozer core more performance than previous cores
So it is possible, that both are correct as Michael Golden states it was a design goal to reach 90% performance of previous cores while you say that the Bulldozer is actually faster than previous cores and has a higher IPC than previous cores.
But another explanation could be that Michael Golden is correct because he refers to integer and your statement maybe needs to include FPU, or needs to include the fact that a single core has an advantage if the other core in the module does not run in a thread or it just applies only to some artifical code segment where the Bulldozer can play out is 4-wide execution core, though for more practical code it will only be 2-wide.
Therefore while the ISSCC statement of Michael Golden is quite clear your's is not because we do not know the conditions you meant - but did not disclose - when the Bulldozer core will be faster and/or has higher IPC (e.g. Integer?/Other core idle?/ special code sequence?/ etc.).
Very much open questions.
Anyway the ISSCC disclosures brought some information and they are from engineers no private talk from marketing guys.
From ISSCC we know the following:
Core performance drops by 10%. Overall performance increases by ~60%.
All in regard to current AMD cores.