I thought that there were warehouses already bulging with these things. Perhaps they are waiting for the Europ iTS movie rollout. God, let's hope so or they are going to sell about three of them in the UK, and those three people will be pissed when they find out that they can't buy anything but stupid music videos and Pixar shorts for their $300 box.
I would have also thought that by this time the units had been manufactured and ready for shipment, it seems that a problem with existing units would put them back at square one in the process with a warehouse of unusable products. I would guess there is a shortage of units to meet demand, or that something related is not ready, such as the ITMS.