Why does it have to be a chip?
Oh, I agree it doesn't have to be from a consumer POV. But we were mostly thinking in terms of engineering roadmap AFAICT, and clearly a new SKU is nearly 'free' there. In this case, the Ultra happened at the same time as a respin, but that was probably more of a coincidence (as can be witnessed by the existence of A12 Ultras).
I remember a rumour a while back that the G100 was the one to be pitted against the R700. Which leads me to believe that the G9x series is some type of bastard child series.
G100 was never, ever the one to be pitted against the R700 AFAIK. As the codename clearly implies, it was originally meant to be two generations after G8x, while R7xx is one generation after R6xx.
and the G98 as a 8600 replacer
Some websites are claiming that G98 is a 64-bit chip, which implies that it's most likely more of a G86 replacement. But the G86 is also a 128-bit DDR2 product, so my guess is that a GDDR3 G98 and/or a DDR2 G84 with redundancy will fill that gap for a while.
And then probably around Q208, you'll have your G84 replacement. My guess is that will be a 55nm chip, very similar to G84 but with 16 addressing units/32 filtering units (instead of 16/16) and more ALU power etc... That should probably be doable at around 110-130mm2, which is much nicer than G84's ~170mm2!
EDIT: Actually thinking about that a bit more, that might be expecting too much out of the G84 replacement. If they're sticking to GDDR3 there, then they'd just become bandwidth starved. Thus, it would make more sense not to improve the TMUs, and just focus on improving ALU performance and small stuff like blending, triangle setup, etc... And then get that out for 100-115mm2.