If this Charlie fellow is correct about Nvidias Whatamacallit, then nvidia is in trouble. Their history on GPU design doesn't show much in derivatives.
GF4 = GF3 and GF2 based tech. The TIs rocked, the MX were re-badged cheaper GF2s. (mixed DX standards)
Nvidia did well with their GF5~7 in terms of tech.
The excellent design of the G92B and its sisters has allowed invidia to re-badge a product more than ever and has gotten old. The GT 210/310 is the worst joke of course.
The info about whatamacallit seems consistent with the past designs. Bigger and bigger dies. Was the GTX 2xx really a new-amazing thing? Still a DX10 part. And yes, the supplies of the GTX cards are starting to thin. Then again, how many people would really spend almost $400 for a GTX 285 that is easily slower than the $300 5850?
The G-whatamacallit will be sold at a loss... how much, who knows. If the card costs $600 to make and the manufactures and resellers *DO* need to make some money... it could easily be a $700~800 card. Unless Nvidia takes a $200~300 hit per GPU sold.
ATI has higher yields, smaller GPUs and can easily lower the price of the cards in the comming months. This is what intel did to AMD with the launch of Core2 and it tooks AMD over 2 years to recover. If the 5830 sells for $200 or so, it'll be the card that will dominate. That article is quite good and if its true, the G-whatamacallit will be a failure along with nVidia's bump defects that has effected millions of users with useless notebooks.
Nvidia is rightfully AIMING their high-end products for super-computers. With PC gaming dying-forever with so few TOP end titles (Alan Wake, Gears of War2, HALO3 anyone?), who needs a $500 or even a $200 3D gaming card? ATI is AMD who sells CPUs and soon CPU+GPU hyybrids as well as chipsets and other products. (They should jump into the SSD market too) What does nvidia have? Gaming chips pretty much.
But in the serious computer business, a super hot expensive CPU is going to hurt nvidia.
Lets hope than nvidia can pull this off, that G-whatamacallit can be scaled down to a $100 DX11 product. But I'm not seeing it. The GTX-2xx cards will soon be gone. Nvidia will continue to make variants of the G92 with whatever new names they can come up with to sell to the masses. But how long can that last? They come out with a "GT 320" that is a re-named GTS-250 and sell that DX10 card for $50? When ATI may have a 6650 DX11 card for about the same price. (Speaking near future)
Who knows exactly what will happen in the next year or so, but nvidia has to craw its way up. Otherwise the next Xbox, PS4 and Nintendo will all be using ATI.