http://www.anandtech.com/showdoc.html?i=2068
We've heard two different things from manufacturers. Some manufacturers have told us that NV45 will be available in August, while others have basically said that NV45 won't be out this year, instead we will see NV48 arrive as an AGP refresh to NV40 by Christmas.
What will most likely happen is that NVIDIA will determine the fate of NV45 by the acceptance (or lack thereof) of PCI Express this year. If the acceptance is low enough, NV45 will be pushed out to next year, otherwise we may see it in Q3/Q4. Regardless of what happens, it does seem like NV48 will be NVIDIA's fall refresh product, and that will be an AGP solution