Rocketman, I agree with a lot of your points, and I wanted to touch on some others.
Apple has, as of late, NOT been the earliest adopter of widely adopted Intel platforms. In fact Apple often waits for not one "major revision part", but two or more MRP's to make their release.
One could argue that Apple is one of the more experienced computer hardware manufacturers and that the delay in adopting new Intel technologies would not be based on their fear of quality concerns of a new platform. It is more likely due to the added costs in quickly transferring to new Intel technology vs. the lack of added business value in these situations. They probably had to wait for several things to fall into place, such as shipments of Santa Rosa boards and LED contracts to fall into place. Considering their historical preference of releasing new pro notebooks, it looks like they're overdue by several months, and they would not abandon their "innovator" brand identity if not for waiting for things that would add value to the product.
Candidates include
Santa Rosa itself
price drops on flash
price drops on existing C2D and minor bumps of same
dieshrink C2D (and also C2Q)
wireless support chips offering .11a/g/n and .16 wimax
LCD lit displays
Much higher density displays supported by Leopard
TOUCH SENSITIVE displays
Internal micro-raid (time machine)
Santa Rosa is a huge leap forward, I'm guessing they were waiting primarily for that. The increase to bus speed or Robson caching aren't the motivating factors here. Its a new platform. It will allow for true 64 bit addressing of up to 8 gigs of RAM. It will allow for new 45nm Penryn chips in the future. They need to embrace this sooner, rather than later.
Flash drives probably won't be available for a little while longer. 64GB drives are still too expensive and don't give enough storage.
LED lit displays is probably something they've been secretly working on for some time, and after plans worked out, they decided to roll with it in March. April ship, May manufacture, June-Aug ship to customers.
New display resolutions probably won't be available until res-independent Leopard. Although MacBook Pro users wouldn't mind having the technology early and sitting on it, I'm sure.
Touch sensitive displays. I still think they're gimmicky. I think most of the world does. They're rolling out a new OS, new backlighting, new platform... that's a lot on their plate. Why would they roll out a drastic change like touch screens when there still isn't a killer app touting it?
Internal RAID is pointless. It would require two drives which would be extremely hot, one thing the MacBook Pro already has problems with. It would use 2.5" drives which are slow anyways. Firewire 800 will allow external drives to read at 96MB/sec. Anything faster than that and you're in 10bit 1080p editing and you'll have the money to afford an Xserve and eSATA, or a dedicated workstation like a Mac Pro.
Remember Apple WANTS to bring us all this stuff, but now that it is on sales volume parity with the larger players it can no longer be bleeding edge, even if it wants to. It can only be mid-leading edge. The good news is the three month delay for adoption of something like Santa Rosa lets other components ramp in production or if ramped, drop in price.
It's a new world. Apple has large scale sales and is "supply constrained".
I don't buy any of this. Apple is going to work with Intel and other manufacturers. When Intel produced a master production schedule they assuredly had information from Apple as to how much they would need. We can assume with Apple ordering 100,000 15.4 LED screens that they could have possibly requested 100,000 Santa Rosa boards from Intel as well. If anything, adding Apple to the mix would give Intel greater economies of scale and LOWER prices. Intel and Apple are two of the best companies in the world, and although they can make mistakes sometimes, they are in the position they are in right now because they plan well. Do you think Intel is going to say, "OK Dell, OK Lenovo, here are your Santa Rosas... oh and Apple, you don't get anything because you're new"?
My final thoughts? New MacBook Pro at, or possibly before, WWDC. LED backlit. Radeon Mobility x2600. Santa Rosa board. MacBooks will come shortly thereafter with new LED screens. The real question for me is when a 1900x1080 17" MacBook Pro will come out.