Oooh! Oooh! Oooh! Did someone ask for speculation on a refresh? I want to join in!
Haha.
Here is my guess... I think the design will be taped out by the end of summer for the G70 refresh on 90 nm. NVIDIA could be in a position to release this part in early Winter 2005, but I think this will depend on how ATI responds with the R520 this Summer, and if ATI can produce these parts in good quantities. My guess is that the R520 will probably be the faster part for this release, but again if they can't deliver as many parts as the market demands, NVIDIA will have an advantage (though the G70 is a big die on 110 nm, they apparently have excellent yields on that process).
So, if R520 really kicks ass, and ATI can deliver parts on demand, then I think the G70 90 nm refresh will come in late Fall. But if R520 is not that much faster, and ATI has issues delivering, then NVIDIA will continue along the same track as they did with the 6800 Ultra. While the X800 XT PE and X850 XT PE were faster than the 6800 Ultra, until earlier this year ATI couldn't deliver these parts as the market demanded, so NVIDIA dropped the initial 6800 GT/Ultra refresh (10% to 15% clockspeed increase, fixed video portion, PCI-E native, etc.) and kept chugging along with the NV40. So if this is the case, then I would expect a late Winter release of the G70 refresh (which would give NVIDIA a lot of time to tune the part, get good yields going, and have adequate parts available on release).
Lots of jockeying about between the two companies.