The key element in this story is the allegation that a Shcwarzenegger aide said that they were going for the "referendum proof" version of the bill. If that was a true statement by the aide, the only way it could happen is with a two-thirds vote, and the only way that can happen is with Republican help; given the solidarity the Republicans exhibited in the budget battle with Davis, it'll take some pressure from Schwarzenegger to get them to them vote that way. I think Prince (not 'Prinz' as someone else thought it was spelled - I checked) said who it was who told him about the aide, so it should be possible to get at the truthfulness of the allegation. There were supposedly a number of people in the room when it was said.