Well this is a good news. Fermi is late, but Nvidia still has income from other sectors, if Fermi is not very good economically to them. They can release small number of them, sell those old cheaper card to most people and stay in competition untill Ferni II or what ever the next version of their Flagship GPU will be.
After Ati 2900 series it did not take too long until they solve their problems. If Nvidia has problems with Ferni, as it seems to be, they have allready the next GPU in line, like every other GPU maker.
It would be really bad, if Nvidia would be economically in trouble because of Ferni. But it seems to be that we will see some fierce competition in GPU market allso in the future, when lookin these revenues.
As big ape has said in other forums. This is a race where one manufacturer leaks so time and then the situation normally shift to other direction. So, situation seems to be ok. The better would be at least to very good GPU at the same time, because it would mean cheaper prizes, but this situation that we have now, will not last too long time.
ATI and Nvidia are egual enough, when Intel and AMD are not because of the size and money they can spent. I am much more conserned CPU situation than GPU situation from the point of competition and customer prizes.