Well, my opinion is that all depends on what you are using you camera for.
Many prosumers or videographers will be very happy with 4:2:0 on a AF100.
4:2:2 is enough for most chroma-key scenes and also suitable for mid-range short film production and grading and can be obtained using an external recorder.
For higher-end users, given that the F3 is the same price as a Red One, the choice is obvious ! The F3 is by far overpriced. Bor for those who want to use the F3 : if they really want to shoot 4:4:4 then my guess is they have the budget for an external recorder. The F3 outputs uncompressed 4:4:4 via dual HD-SDI.
Now about AVCHD, I agree that Sony probably put this AVCHD codec for marketing reasons. But there are different implementations and versions of this codec. Just as MPEG-2 can be crappy or high-quality. The result can be surprising. DSLR's AVCHD codec is terrible, but everybody "loves the image of the 5D", right ??
Of course I want the perfect camera for under $4000. But let's face it, we live in wonderful times and the engineers and marketers finally understood what we want and are trying to provide it. The market for this NXCAM 35 is all the prosumers who want to keep the 35mm sensor size but can not afford an F3 and probably will not afford a Scarlett S35 either. Then for them, this will be the cheapest digital 35mm prosumer camera (as opposed to HDSLR). This codec will probably also allow to record on SD cards and not on SxS.
E-Mount is "Bleeech!", but the competitor's Micro 4/3 is not better. At least both of them have short flange distance and I bet a lot of ugly third-party adapters will be available soon.