Anything Charlie says take with a cup or 5 of salt - he speaks as his "sources" say and he never fabricates stuff but he quotes bad sources when they're knowingly wrong just to hurt Nvidia more. Again, he speaks as his sources say, but he ignores anything that is good about Nvidia cards.

Besides, Nvidia doesn't care much about Fermi - they made over $150 million last quarter IIRC. They're not a sinking ship, and they may have realized Gaming GPU's are not where all the money is at.