Having watched Apple for years, this doesn't surprise me. Contrary to what the nitpickers suggest, Apple has delayed products at the eleventh hour or the very last minute over issues such as quality control, component shortages, or problems with either partners or software. As a rare public example of this, the white iPhone 4 actually got announced but went unshipped for months; less publicly (but still reported by business publications), a major, long-awaited Apple TV update was held up by problematic negotiations with cable companies and content providers. No matter how good Kuo is at forecasting design and engineering changes, manufacturing and distribution involve a lot of moving pieces, and delays are just a reality.