For ATI, rolling out R520 silicon in the right way has taken three attempts. Initially, their R520 silicon worked at high speeds but only few chips worked, leading to lots of money being wasted on wafers that yielded too few working chips. In order to make lots of money, you need a far better yield.
We strongly believe that ATI doesn’t have any other choice than to go for a hard launch and, if that happens, you won’t see any Fudo R520s before September. This will give Nvidia a pure lead of two and a half months before ATI reshapes and releases its new cards.