There is one truly lame point in that rumor: that stock option plan would be to keep employees even if NV30 isn't all that good.
Err, if i can permit myself, employees wouldn't quit if NV30 was crap. They'd quit because their stock would become worthless.
So, since nV stock ALREADY is worthless, they're only trying to keep employees from quitting by tripling what they got and transform that in common stock.
As for the tape-out problem, this is just speculation, but IMO, that's what happened months ago. That's why the NV30 wasn't announced a month ago like the CEO originally promised.
And now, they got it right ( unlikely they made the same mistake TWICE ) and it's in probably early production.