Funny that you tell me that I'm making conclusions with no info, when it's you the only one doing that:
We know what? And even those numbers mean nothing in reality. Vantage? A HD5870 is as fast as a GTX480 in Vantage. So that Vantage benchmark could only mean that Cayman is some 30% faster than Cypress and hence only 15% faster than GTX480. And even then we'd still be basing our assumptions on thin air, since those benchmarks are probably fake.
My (let's call it) "assumption" (although you'll see how it's not) of fully enabled GF104 performance is based on hard facts on the other hand. A GTX460 @ 820 Mhz is as fast as a GTX470 and hence also HD6870:
http://tpucdn.com/reviews/Colorful/iGame_GTX_460_1_GB/images/perfrel_1920.gif
And with 15% more shaders/TMU/tesselators/... enabled it would be almost 15% faster because Fermi scales that way (well) based on shading performance. You don't believe me?
Let's see what the GFlops are for the Fermi lineup:
GT430 = 268.8 GFlops
GTS450 = 601.34 GFlops
GTX460 = 907.2 GFlops
GTX470 = 1088.64 GFlops
GTX480 = 1344.96 GFlops
Now let's normalize those numbers so that a GTX460 represents 85% just like in the chart above and see if there's a relation. What I'm doing is if 907 Gflops = 85% then 268.8 = 85% *268.8/907.2 = 25.18%. OK let's do it for all the cards listed above:
GT430 = 25.18% ---------> 27% on the chart
GTS450 = 56,34 %--------> 55% on the chart
GTX460 = 85% -----------> 85% on the chart obviously
GTX470 = 102% ----------> 104% on the chart
GTX480 = 126% ----------> 128% on the chart
The conclusion is no other than
Fermi scales linearly with GFlops. And what would be the GFlops for the hypothetic GTX475?
384 SPs * 800/850 Mhz *2 (shader clock) *2 (FMADD) = 1228.8/1305.6 Gflops
And normalized:
GTX475 =
115/122% +/- 2%
So now that we both DO know what would be the performance of the supposed GTX475, let's explain what I meant.
If Nvidia releases that card that is within a hair of GTX480 performance for $250 anything that would sell above that price would look simply overkill/overpriced for almost anyone except enthusiasts and Cayman XT will most probably sell for more than $400. Also bear in mind that such card would cost Nvidia almost the same to make as GTX460 1GB does so selling them at $250 would be a relief rather than a curse.
Oh and BTW for most people's needs anything above a GTX460 or HD5850 is overkill. For most people, it was overkill selling at $500 and even now is still overkill (for most people) selling for $400.