If your plan is Kepler high end in Jan, mid end in feb, low end in march and mobile in May, or if your mobile is March, low end in April, mid end in June and high end next January, as long as the plan isn't "delayed" then its "on track".
The problem is, without knowing when the high end Kepler is planned to be launched, knowing its on track doesn't mean an awful lot
From all accounts it sounds like Nvidia has some low end 28nm shrinks of Fermi due pretty soon, then something lowish end GK107 ready maybe late Q1 or Q2, potentially later if it needs a respin.
The problem is of late that, even in that response from Nvidia you will notice, Kepler is on track, and 28nm samples in house are in two different sentences, there isn't anything to say Kepler isn't on track for Mid 2012, and they have 28nm samples of Fermi shrinks in house, leaving the 28nm shrink doing better than 40nm, Kepler on track yet still coming much later.
Even then its a touch hard to quantity 28nm transition being better than 40nm. Nvidia had the GT210-220 or 230 out before the 5870 launched IIRC, yet Fermi was 7-8 months later. So if you're comparing AMD high end vs Nvidia low end, the 40nm transition wasn't even bad for Nvidia, getting high end Fermi out on 40nm was another story entirely.
Basically, we know very little but a LOT of sources seem to think high end Kepler is a pretty long way off, and their upper midrange card is not likely to make it much before the middle of the year. Low end and mobile might be sooner, maybe much sooner for Fermi shrinks...... but I have to say, I care as little about Nvidia shrinks and low end and mobile as AMD's low end stuff..... performance is where its at, high end and midrange are interesting, one for all out performance, one for bringing current top gaming performance to much lower price points.
This is all ignoring the even bigger problem, Nvidia said Fermi was on track dozen's of times, even showing a fake one, promising delivery before some date several times over before it finally appeared, Nvidia PR is about as trustworthy as anyone else's PR....... as in not believable in the slightest
