No, Charlie (as always) used far too much hyperbole and was far too melodramatic. In that last article (about metal and base respins), Charlie was adamant that it would take a minimum of 6 months (the time it would take to tape out a base-layer respin, taking the silicon to B1) before the architecture could be manufactured in a "fixed" state.
Last time I checked, March > May is 2 months.
If Charlie were to be a little more conservative in his "predictions", and was to only state fact rather than speculation, he might be taken more seriously.
Again you're misinterpreting what he said.
He said a full relaying out of the core in a proper respin would take at least 2-3months, because simply put it takes a lot longer between them going to tape out to alter them. Another respin(which is whats rumoured) will again only take another couple months as per usual(which would have been started a while ago).
You keep taking him to say its broken, as no cores can come out at all, thats not the case.
Fermi as a product as designed by Nvidia is supposed to be an architecture that can be produced in all segments that can be sold at a profit, its a complete an utter failure, it will never do that..... so its a broken design/chip. Thats what he means, they can clearly make some cores, but they'll not sell 2 million cores on the Fermi architecture, it just won't happen.
Personally I reckon the current hot lots will be released in whatever form they can, likely 120-150k cores of various design, a max of around 70-80k 480gtx's, the rest heavily salvaged parts. Another basic respin, 6 weeks later, another batch of hot lots being sold thats about it.
The thing is now, the cost involved and time required to do a complete respin, even if its successful it will be ready weeks/months before TSMC is due with 28nm, and before their next gen chip should be closing in on being ready. So even if it worked, it wouldn't have any time to sell in great quantity.
They'll do their best to salvage a few sales, have a few parts out and claim top performance(hopefully), then get to spinning why they become unavailable. With TSMC completely reliant on Nvidia after AMD leave, I wouldn't think they'd mind taking the PR hit of production being their fault, while Nvidia run around saying "we can make them, its TSMC screwed up, look we had a whole 100k chips sold before TSMC screwed up, its not us, honest guv".
Which is probably about the best plan Nvidia could come up with, considering the very limited release, selling them at absurd prices could really pee off AMD. If Nvidia had a brain they'd sell them at £200, then blame TSMC for lack of more cards, while telling everyone that can listen that AMD is ripping their customers off, which would probably cause some price drops on AMD parts, which would at least limit how much profit they make.