This is just total speculation on my part, but I just had a thought. We have all assumed that Apple is pushing back iPhone delivery dates because they only have so much stock produced or available for certain dates. We're also assuming this means that stores won't have as much stock as previous years. What if they are pushing the dates back for other reasons, such as the difficulty of shipping that many phones reliably by a certain date? If you think about it, shipping 2,000 phones to a retail store is fairly easy, and then the store can take care of customers individually. Processing and shipping 2,000 phones to individuals is a lot more complicated, and every customer has to be verified with AT&T for pricing, etc. Maybe they have a lot more stock then we thought, but they're playing it safe so that they don't get into a bind with processing so many orders, and maybe they have a lot more stock for retail stores than we are assuming they have.