Well remember they may already have seen a demo of ATi's demo running emulated in software mode or on early A01 or A11+ silicon.
The Adrienne demo by nV wasn't all that impressive from a visual stand point, it may have alot of complex facets/features, but it's like ATi's chimp demo, technically amazing at the time, but compared to the Dawn & Dusk demos, not much to look at, and Ruby versus Nalu, the Ruby demo was more impressive from a story perspective, but the tech behind nalu may be more impressive. Considering the recent G80 demos, the mini floating islands with water and foliage effects to me were more impressive than the Adrienne dmo, so really it's not hard to beat IMO.
As for the InQ and it's spin, well they aren't covered by NDA so they are the few sources before official reviews, but think of them as 50/50 for reliability and even if they are 100% correct about an early product, by the time the final product hits the market it may change (ie the R400 becoming more or less the R500 and never coming out in desktop form).