And here is the source link:
The scary statistic is that by the end of this year, only 25% of Intel's Performance Mainstream desktop processor shipments will be based on Conroe. The remaining 75% will still be NetBurst based, meaning they will be Pentium 4, Pentium D and Pentium Extreme Edition.
I had already found that link myself, but the guy who originally posted the thread about conroe shortage had also that link as a source. I had missed the paragraph above b/c I had concentrated on the prices only.
That just lays it to rest. If large companies are going to get only 25% Conroe, you might as well forget it. Apparently Intel's goal is to get rid of old inventory by making it cheap, not making Conroe available.