I think Fermi being delayed till January should not be a big problem for NVidia, but if it's not out till March/April time frame, then that could be really bad.
Fuad now says availability will be in January somehow?
I personally find it hard to believe, since the news about the A3 silicon taping out was very recent. But if it does happen, it can only benefit us consumers, so it would be a clear win especially if Fermi does come out blazing.