The only way I can see this as a 2900 scenario is if it doesnt do well against the late arriving nVidia cards, but it would still have perf, meaning nVidias solution would have to be incredable.
OK, signs that ATI is on track for good cards
They havnt changed that much. Didnt need to. M$ went in their direction this time, and didnt do a flip flop either , the one we saw in DX10/10.1. Theyve been wanting tessellation, they got it we'll soon have it now too.
Theyre coming in with a full line up. That didnt happen at all with the 2900. They couldnt. They had to change things up a bit for their low end, which still were weak, but they werent power hungry, as those lower cards cant be.
Dont know enough about the shaders yet, but it could be their usage/design may play well with the new compute design, or having scalable shaders just might be what compute shaders needs, if you will, more flexability from the get go.
And finally, theyve been there and done that with the 4770. The 2900 was 80nm, and that was a disaster. 40nm started out that way, but has since been corrected for higher clocks/lessleakage
Itll be the 2900 we hoped for if anything, not the one we ended up with