From Haaretz:
Iran has two-thirds of the fissile material it needs to manufacture a nuclear weapon, the Defense Ministry has warned, meaning that at the current pace of uranium enrichment, it will reach the break-out quantity late this year or early next year.
Defense Ministry chief of staff Mike Herzog also said in a Washington lecture a week ago that once Iran has that critical 1,500 kilograms of low-enriched uranium and decides to enrich it, Iran will be able to manufacture its first nuclear weapon in late 2010 or early 2011.
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My Comment: It appears that Israel has someone on the inside leaking back to them information and progress reports.