If the 5800 doesn't arrive in any capacity, it seems to me that nVidia is giving up to ATI for this product cycle, in the high-end. I still think the NV31 and NV34, however, are very strong products, and nVidia would do very well to mass produce these (this is, after all, where the real money is).
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"Physics is like sex. Sure, it may give some practical results, but that's not why we do it." - Richard P. Feynman
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