One thing that ATI DOES need bad is a good $200 card. The 5830 was a bad idea and filled a gap. The GTX 460 has really took the crown in that $200 sweet spot, which is where most casual gamers like to buy from. for us crazies who buy high end, there really isn't a ton of money to be made, its that middle of the road stuff.
ATI doesn't need
anything, actually. According to the recent financial statement they've been supply constrained, meaning they've been shipping every card they produce.