Delays to Leopard
Delays to AppleTV 2.0
Delays to the SDK
It's getting rather predictable.
Apple have their fingers in more pies now, and have recently started telling us about things much further ahead than they used to.
Personally I like that Apple is taking a broader view, and even though I've been hit by all three of these delays, none have caused me any pain at all. Of course I'd love to play with the SDK, but come on... it's it really that bad?
As for stock price dropping on the news, I suggest that the point at which you believe to have been sold short because of investors who don't understand the market or are little more than day-traders.... is a great point to buy.