It's once again Anton Shilov's turn from Xbit Labs to start assuming that NV40 has already taped out at IBM facilities. A webcast with Mike Hara, Vice President of Investor Relations for Nvidia, recorded during Thomas Wiesel growth conference on Thursday serves as the source of information. Mike Hara commented that he had not said which product would come out this Fall, but he said that this product had already been taped out at IBM and its commercial manufacturing will begin in the fourth quarter. I believe this was told about the code-named NV40 graphics processor that is set to emerge later this year. Note that in case it will require two re-designs after the initial tape out (and if every new redesign takes 14 weeks), the graphics chip will only be able to come here in very late 2003 (six or seven month from now), but it is more likely to massively appear in 2004. If NVIDIA requires only one re-spin of the NV40 to achieve proper performance and yield, NV40 may make it into the market this Fall.