An explanation for the Niger Forgeries

It reads somewhat like a conspiracy theory, and is way over my level of knowledge in many areas, but there is a great Daily Kos diary up explaining the origin of the Niger Forgeries: Niger Yellowcake and the Man Who Forged Too Much. The conspiracy involves players from the Iran-Contra Scandal, and it does further explain the motive for Rove's unusual eagerness to smear Wilson, considering the major plot he may have been trying to cover up. Given the length of time Fitzgerald has been investigating the Plame leak affair, I wonder how far down this path the investigation has led him? How much bigger than Watergate can this story end up becoming?