4 months would be Oct/Nov. I think that'd be on the early side of a die shrink.

Nvidia has yield problems on the current version. A die shrink isn't going to be a simple process as they're going to have to sort out the "problems" from the simply failed sample productions. That takes time, and while you're right, AMD will eat them alive during that "time" used, they really can't help themselves at this point.

The 260/280 might be less than they should be but it's going to be all you'll see probably for most if not all of the year.