Fud was reporting a late November launch before, even when those reports regarding the yield issues cropped up. I wouldn't put much faith in what they say.
He's just reporting a "best case scenario, it will be here no earlier than this date" situation.
When he was reporting it would be here in Nov that was based on the possibility/expectation that A2 silicon stepping would turn out to be production worthy and TSMC's yields would not limit the gross margin prospects of a chip that size.
If A3 stepping works out to be production worthy
AND yields improve at TSMC enough to make the economics of selling Fermi become viable
THEN we have every reason to expect a January release.
It is the difference between having a justified opinion versus merely having an opinion. I could say "Fermi won't be here till June" but you might be inclined to ask me "based on what?"...it is the basis of my opinion that would determine whether my opinion is a justified one or merely an unjustified one.
Fuad is just airing his justified opinion, which you would expect to change over time to reflect the fact that the facts on the ground are changing over time. Nvidia assumed A2 stepping was good, that is why they went to the expense of taping it out and running it thru the fab. Until Nvidia knew A2 was not ready for production there is no way any one could have or would have known A2 was not production worthy.
The concern I have is with the folks who claim they knew since last summer that Fermi would not be here until Q1 2010...as those are just unjustified opinions masquerading as prognosticators by chance.
Had A0 silicon been production worthy and had TSMC not had yield issues crop back up then the timeline was setup for an October launch of Fermi.