Ok. Well in contrast to the lobotomized Cypress where half the rops also mysteriously seemingly halved the bandwidth available to the other rops, it should scale down much more gracefully.Well if it made sense for Cypress (HD5830) it definitely makes sense for GF100.
They can cut out quite some more stuff if it only should be faster than HD5830, though if they want to sell it at HD5850 prices I guess not too many more clusters can be sacrificed. Maybe one or two if they can at least reach GTX470 clocks and even that would be quite a stretch in the competitiveness business imho...