I don't see how they could only plan on hitting 2.3GHz, either. Current Dothans hit 2.6GHz with relative ease, and putting two next to each other will not change their ability to hit those clocks (Dothan is far from thermally limited from what I can tell). Maybe Intel is afraid of not fulfilling their roadmaps? (not that it's stopped them recently or anything--they've taken to cancellations pretty darn well, IMO)
As for a dcOpteron, I'm going to guess they'll have a dual 2.8GHz version by '06 (def a 2.6GHz version based on how kickass their 90nm chips are), and Opteron is slightly faster clock for clock in everything except gaming, not to mention it has the odmc (and doesn't even use all the bandwidth it has! [unlike Dothan, which is bandwidth <b>starved</b>]).
Whoa, lightbulb(!): since Dothan is so incredibly bandwidth limited (as evidenced by its excellent OC scaling [15% boost in FSB yields 15% performance boost in most apps--simply incredible]), giving it a dual channel DDR2-667 bus and a 133MHz FSB will eliminate the bottleneck and probably provide enough for the second core as well, allowing Dothan to possibly show it's true colors.
Yet as promising as this may be, you're right in saying that 2.3GHz isn't that extraordinary (consolation may be that they OC well?). We want more, Intel!
Maxtor disgraces the six letters that make Matrox.