Everything Fudzilla is saying right now is what Charlie said a month ago, the only difference is Fudzilla is putting a heavy nvidia friendly (and press department approved) spin on it. They have basically at this point confirmed the GF100 is running low yields, will be very hot, very power hungry, won't overclock and that there is going to be a very limited number of the cards. Recent rumors are there are going to be less than 10,000 of these cards worldwide. Lets face it, the GF100 is going to be a non-existent collector card. If you are waiting for it you are better off waiting for the second version that will hopefully fix all the problems nvidia has encountered with Fermi 1. Charlie, even if he does have an anti-nvidia bias, clearly has a source within the supply chain that nvidia uses that's been feeding him information as he's been dead on with nearly every prediction he's made on Fermi going back to mid last year. Hate him or love him you can't discount his info just because he's biased, everyone is biased to one degree or another. Fudzilla is just on the other side and with Fudzilla giving the Nvidia press department spinned version of the news.
Both ATI and Nvidia blow it about every 3-5 generations and completely blow a release by either completely messing up production of the chip or fail to deliver on time and in quantity or they blow the performance curve and end up with a weak chip. ATI did it 2 generations ago and it's Nvidia's turn to blow the production of the chip and basically miss a generation. Its unfortunate but if anything Nvidia is overdue to blow a chip release, with such tight schedules and such large chips on such new processes it's a given it's going to happen every few generations, don't let your Fanboism blind you to that reality.
We'll see in a fairly short time but I bet GF100 is non-existent in the sales chain. The rumors of BFG and EVGA switching to ATI are also indicators that the GF100 isn't going to be available in quantity. The secrecy and rumors combined have led me to conclude that GF100 has been a huge miss for nvidia and they are simply trying to cover it up as long as they can in the hope they can get Fermi2 out before they do extended damage to their reputation.