I don't see any reason or logic in delaying products in GPU business. There's always people who are willing to pay more for more performance, and the best time-to-market is as soon as possible, otherwise you're just letting the competition catch up. By now it seems fairly obvious that GK100 was cancelled early on and they need to take their time with GK110. The release time frames are getting too far apart between AMD and Nvidia, so comparing gen vs. gen is useless, you can only look at what's available on the market at a given time. So far AMD has had a quarter of sales whereas Nvidia simply hasn't shown up to the fight. I'd say AMD's strategy of showing up in time has worked quite well. It doesn't matter if Nvidia will end with the faster card since by the time they get their chips out in meaningful quantities, AMD is already preparing for the next gen.