Thing is here that I think NVIDIA is going to have to make some hard decisions...I am sure NVIDIA is kicking themselves in the butt right now because this would be a perfect situation where they could take some major market share away from AMD if they only had a card ready.
Rely on this lack of availability to ride out the storm in light of the lack of their own DX11 answer, thus hoping that since no one in any really significant numbers can actually get a 5800 series card, people won't have already made their upgrades by the time their new cards are ready...
. . . O R . . .
Take advantage of the lack of DX11 titles, slash prices significantly on 295 and 285 series cards and take the financial hit right now in the hopes of filling as many PCs as possible with NVIDIA cards so that, people will opt for the available DX10 cards over unavailable DX11 ones. Then, when their new cards are ready, people may be more motivated to stick with NVIDIA.
That said, as much as I like lower prices as a consumer, I don't want to see either of these companies fail because it is the back and forth between these two that is pushing performance and energy efficiency.
Cheers!
Morning_Post_Canuck