Think back to the January product release. No one predicted the iMac release. It wasn't until the day before the release that the info was leaked. Everyone (esp. TS) predicted the ibook.
TS isn't the most reliable source for info. They wait until something is released, or imminate. On those rare occasions when they do make a long term prediction, their record is spotty.
Also, what if this is disinformation from Apple. "Darn it guy's we've hit a glitch". Then they release it with their quarterly financial results. What doe's that do for Apple? It catches a leaker, and it surprises the market.
A company doesn't send out notices that a product cycle is ending (iPod G5), without a new product tested and ready. Last minute delay's are more of a M$ thing.
Finally, what if this is so? Well then the iPod AV launches with the new quad power mac and 10.6 and at the same time as Windows Vista. That can't be a bad thing!
This is a Win Win situation.