I think the delay has already been priced in. The vagueness of the last release with regards to the delay only lends itself to the belief that the company is simply following the 'close to the vest' philosophy. 20+ NDA's is just an amazing number, even providing specific information to that number seems like a full time job for a few folks.

I am not sure what to expect with the next release. No hints or leaks every seem to be afloat so we can all only guess.