UghI found this on the main Apple.com orders thread:
FWIW, the UPS guy told me today while I was picking up my iPhone that UPS had a massive conference call a day or two ago... he said they were told Monday is going to be a total s--- show because "they screwed up in China."
Apparently some phones were inadvertently left in China or put on the wrong planes. Ouch.
Hmmm. wonder if this had anything to do with it. I guess we find out tommorow if these are still sitting in ZZ.