I recall the big push for a "September" announcement by Apple's CFO was, in some part, due to lackluster performance by Apple's stock after the iPhone release. Note I said recall, not quote. I'm sure part of what I've said is wrong.
What do you make of this announcement if we put that bit of history back into this discussion?
Bummer if the Mac Books are delayed, I'm actually running Panther on my G4 17". We have issues, PB G4 and me, yet it still runs pretty well.