Their speach is not that interesting or documented either:bit-tech has posted their article. It's fairly interesting.
http://www.bit-tech.net/gaming/wii/2011/05/04/nintendo-project-cafe-rumours-analysis/1
I think Nintendo will go with 28nm process tech since it's not coming out until mid-2012 at the soonest.
This is plainly wrong, ALUs in xenos are packed by 5 (as in R700 / R800) vs 4 in Cayman. So either they compare the Xenos 48 "scalar units" (which are in fact Vec5 units ) to 384 units in cayman or the 240 ALUs in Xenos to the 1536 ALUs in Cayman. It doesn't fare well for the rest of their paper.48 unified stream processors (or ALU pipes, as Microsoft called them back then) was revolutionary, but it now looks pretty weedy compared with the 1,536 stream processors found in the Radeon HD 6970 2GB. Of course, the 48 scalar units found in the Xenos GPU are not directly comparable to the stream processors found in AMD's Radeon HD PC chips, but there's still a gulf between them in terms of graphics processing power.
They do not get into the advantages and architectural differences between the HD4670 and the HD5670 (in regard to the width & the number of SIMD arrays as well as in regard to texturing power).
They don't consider the possibility of an APU which given the size of a 4670 is weird.
Honestly we do better at speculation here.