Interesting question: Do we know that the lenses aren't chipped? Even if they're manual focus it probably wouldn't take much to reverse-engineer the chip. I can't see enough of the mounts on the Zeiss sites to rule out P-style lenses...perhaps somone who's more familiar with Nikons newer lenses can tell...but something tells me they're probably Ai-s.
I think Zeiss took a look at all of the people paying big money for C/Y mount Zeiss glass to mount on their DSLRs and figured they might be able to get into that market. I doubt that they'll reach a reasonable enough price point for many, but I'm sure they'll sell a few. The only questions is whether or not it will be enough. If real world tests show that the Zeiss lenses completely blow away the Nikkor lenses (unlikely, methinks, given that the 50/1.4 and 85/1.4 are well respected lenses in the Nikkor lineup), would people be willing to pay 50% more for the Zeiss? Double?
The lenses that Cosina is making for the Zeiss Ikon rangefinder are getting stellar reviews, so we know Cosina can make good lenses if they have the right people standing behind them telling them what to do...but my fear is that the prices will be closer to the Zeiss Ikon prices than to the old Contax G prices. Time will tell...pricing in Japan might not have much to do with pricing here...or it might be a very good indicator. Given that the prices are supposed to be competative to high-end Nikkor glass, and that the Nikkor 50/1.4 sells on the street for US$270, I suspect that the price for the ZF lenses will have to be closer to the old G lenses than to the new M mount lenses. (The 50/2 in M mount goes for well over $800...hardly comparable to the price of the Nikkor.) With Zeiss distributing these lenses themselves, at least you won't have to pay Hasselblad to move them around.
I hope I can save up my pennies for when these lenses hit the market. I've always loved the look of the G lenses...if the bodies had been more of my style (I'm just not an auto-anything kind of guy) I'd probably shoot little other than the G. The image quality from those lenses is breathtaking. But then I think...I own all of this fantastick Nikon glass...I could live my entire life without buying another lens and I could be very happy. I feel a bout of GAS coming on...