This makes perfect sense, despite FUD being a source.

Why in the world would Nvidia even entertain the idea of prematurely cannibalizing their high-end GPU in November? Besides no competition, they've barely been able to get the G80's out the door fast enough to satisfy demand.

Nvidia has had zero incentive to release a 9800/8900 before '08. And if I were an investor, I would seriously question Nvidia's motives if they did.