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Nvidia need 9900 BADLY!!!
ATI and its partners have already released several operational cards like the Radeon 2900xtx that use, not wisely, GDDR 4 memory architecture while Nvidia doesn't even have a prototype (atleast publicly). You can find in several place like in wikipedia rumours and pieces of real information that other than the fact that the 99-- series will be using the GT200 core (55nm BTW), they will also finally use GDDR 4 memory, but they will use it the right way. By my accounts GDDR 4 is about 50% more powerful than GDDR 3, which is the most advanced brand of memory Nvidia has to offer today. So, Nvidia really needs the 99-- series. There are also rumors for a 9900gx2 which might consist of two massively powerful cards with a possible 2GB GDDR4 memory (1GB per GPU) and maybe even an experimental 1024bit interface (512bit per GPU)...who knows.
P.S
The 9800gx2 is more than 30% more powerful than the 8800ULTRA, just check out the films on youtube and compare the performance on high quality and 1900x1200 res. Don't be so disrespectful of it, especially since it costs about 85$ less than an ultra.
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