You make it seem like it's impossible, when it's already happened before.
I gave a specific example even. Any long time buyer of Nvidia cards will remember when the Geforce 3 series first came out, it was barely faster than the Geforce 2 series that it was replacing.....until Nvidia released the new Detonator 20xx drivers that boosted performance by an average of 20 to 30%, and up to 40% and 50% in some cases..
So yes, it can happen. Driver optimizations can make a huge difference in performance, especially if the architecture is radically different from the previous generation; which Fermi happens to be.
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