Taking ATI's past few product releases as a clue, and their current statements about a 9500 product, this is my speculation:
R400 and RV350 released late next year. R400 is anybody's guess, and RV350 is essentially an R300 redesigned for .13u process, with whatever changes they can make to keep costs down (the R100 to RV200 was essentially the same feature wise, but the RV200 was significantly faster... the R200 to RV250 cut pipes in half, kept the features pretty much the same, and performance dropped a bit on average... therefore, whether RV350 is faster or slower than R300 is a toss up: my guess is faster core clock, DDR-II and possibly a 128-bit memory controller for reduced costs = close to R300).
Now, ATI has been releasing the "value/mainstream" versions of a product a year later than the flagship, in tandem with the new flagship release. This seems to be changing just a bit with the 9500 product, but this is explained in part by them using the same cores, and might simply be a by-product of yields. In any case, I think the existence of the 9500 means that we surely won't see the RV350 until late next year.
And that still leaves, of course, the mystery of the R350. IMO, it won't show up until March if at all. It wouldn't make since to release it
this close to the R300 launch. Now, I could see an Radeon 9700 Ultra in a couple of months from now, but that would just be a slightly higher clocked part (350/350 or a bit higher maybe). In truth, I don't expect any new product for the holiday season... but I do think we'll see
something next Feb/March. We saw a refresh of the 8500 with BGA memory, 128MB of it. What I can't really decide on is if we'll see an R300 @ 350MHz or higher w/ DDR-II memory, or a truly new part... R350 on .13u w/ 16 TMU's and other goodies.
My better judgement is saying that ATi's past product history shows that there won't be a significant spring refresh, just some clock bumps and new memory possibly. But, then there's vague comments from ATi alluding to the existance of an R350 chip.
I suppose that it is entirely possible that R400 won't launch next fall after all, due to the timing of DX9 and DX10 launches. I can't see DX10 launching anytime next year with DX9
still not out. Perhaps, if the R400 is targeted as a DX10 part (and it could just be a super-DX9 part for all we know) then it won't be launched until 2004. IN that case, ATi might move the fall product release up to early summer, and a true .13u 8x2 R350 could be ready for May/June, with some "Ultra" version coming out along-side the NV30 to tide things over.
Was that enough speculation? I think I covered pretty much all possible scenarios, and I've concluded that I believe they are all true.