While I think the article reads like a paid nvidia advertisement I must agree with the assessment that ATI has an insignificant lead. At least the lead is insignificant for now. Mainly due to TSMC's inability to provide more chips to ATI. The problem with small setbacks is that they can snowball. You start out with a little six inch ball of snow and next thing you know, it has collected itself into a monster snowball rolling down the hill.
Lest one forget, it was these little setbacks that put ATI in its current position. ATI had roughly 45% of the discrete video card market with nVidia making up the rest. One little setback after another and ATI found itself with just over 30% of the market. While I don't suggest nVidia will blunder on the scale ATI has over the last few years nVidia does have to watch its step. A little misstep here, another misstep there, especially with ATI having a bit of momentum and we could see ATI regaining some of that lost market share.
Whether ATI's DX11 lead remains insignificant really depends on nVidia at this point. If Fermi is released and is a monster card that completely and unquestionably crushes the Radeon 5xxx then ATI's lead will remain insignificant. If nVidia releases Fermi and it has a lead, but not by large margins, over the Radeon 5xxx then I think we might see a case where ATI has a good chance to take and remain in the lead in terms of DX11 hardware for 2010.