I found this, over at Bjorn3d.com.
"Over the last week - there have been a number of rumors on the web in reference to the status of NVIDIA GeForce FX GPUs.
As you know the company does not comment on rumors and/or speculation.
Like every new product from NVIDIA - the demand is far greater than the limited supply we will have.
NVIDIA's GeForce FX Ultra 5800 and the GeForce FX 5800 are still targeted to be in retail in late February."