Don't forget, they can increase die area by 50% and still be smaller than NV. They can increase power use by 50% and still be smaller than NV. Given that they have a VERY modular architecture, neither would be much of an engineering problem. Also, ATI has demonstrated a much better ability to product parts on TSMC's 40nm process, and has notably better yields at similar die sizes (No, I won't quantify that, but it is not a guess).
Given all of that, you could see a 2400 shader, 384-bit, 250W Evergreen that likely crushes GF100 in almost every measurable way, and a yield-salvage 2000 shader part as well. That said, I don't think it will happen, but should ATI want to, it is well within reach technically.
On the other hand, they have a 3200 shader card now that is cheaper to produce than a single die 2400 card, and faster as well.
-Charlie