I disagree completley, but I've probably got an overactive imagination. Try this thoery:
ATI is going to try and spoil Nvidia's NV35 launch, much as Nvidia had done to the R8500 launch. There have been many, many rumours for some time about the CAT's that have a pretty big speed jump in them, I suspect they've been ready for some time. I think ATI is just waiting to let the other foot drop before they put these new CAT's out. I'd expect them on May 15, the 1st day of E3.