he has been right about a lot of things so far, EOL of GTX 200 series before fermi, no high end offerings, not able to drop prices to compete with the 48x0 series, late in production, problems with yields, problems with heat, etc...

Not an ATI fanboy here, I have a GTX 275, but fermi looks to be full of fail for gamers. the GPGPU will subsidize any losses in the gaming segment though.