I just got off the phone with Apple regarding my stock dual 2.0 order that went from 8/29 to 9/26 (about 10 times back and forth). While I have absolutely no trust in what Apple says anymore (esp what a phone rep says), he explained that "no dual 2.0 machines are shipping anywhere." The 9/26 date is a "worst-case scenario to make sure everyone gets it by the ship date" (gee, what about the 8/29 ship date?) and "machines will hopefully ship out in 1-2 weeks" (although the expected ship date will never change to a sooner one).
When I complained about how they had 2 months to figure out they couldn't build enough computers in time and warn people, the guy could only manage an embarrased, "It's very unusual to have such a long delay announced right on the ship date." When I asked if the machines would be priced the same as when they came out despite their being 3 months old by late Sept, he said, "the price is the same." However, upon complaining, I got a free upgrade to 2-day shipping (wow, now I can get my computer in time for spring 2004!).
He said time and time again that "a very long and detailed email about the delay is being composed and will be sent out today explaining the situation and what to expect." I'll wait to see what's mentioned in that email, but there's a good chance I might just cancel. . . .