You know, GDDR3 is a pretty decent guess; notice that it's not just the X800XT PE that's short, but also the X800 Pro, the 6800 Ultra, 6800 GT and 6800, all cards that use GDDR3. Were it a fabrication process problem, I would think that only the higher performance chips would be delayed (i.e. due to tighter binning), but that's simply not the case...
Sooner or later (hopefully) the truth will come out about this delay. I've had my money tied up for over a month now on this video card investment that yields nothing yet. Obviously, it is not Gateway's or CDW's fault that the cards are delayed. It is, however, Gateway's fault for A) listing the card as being in stock when clearly, it never, ever was, and also for charging customers (not just placing credit holds, but outright charging to) for an item that never shipped. At the least, CDW never told me they had them, because they never did!
I played StarCraft a lot before the expansion pack, and I remembered how great it was to move in with six carriers to distract them at their front door, while coming in from arears with some Arbiters to beam in a bunch of Dragoons. Carriers out front, Dragoons and Arbiters out back. You're toast.
I do believe, however, that the balance changes made later on in the newer patches, as well as in the expansion pack, made my strategy much more difficult to succeed with. Either way, I have already moved on to other games.
You ever play Shattered Galaxy? SG beta phase 3 was soooo much fun; it's a shame how they ruined it with phase 4 and the truly crappy retail version.
If you like RTS and want to play a game on your X800 (when you finally get it) that will take advantage of the new card (and probably can hardly run on your current card), give Generals a try; I like it a lot (again, with this game, I've not played the expansion pack, just play the original). I also found it, interestingly, to be a very good stability test for overclocking (I use it to test CPU/memory stability, along with Prime95, MemTest86 and FarCry; for video o/c/artifacting, I test with the Ruby demo and 3DMark03; look at Ruby's emerald pendant up close in the first freezeframe, and at the cascading stream in Game Test Four).
-Ed