Yeah - ours arrived last week, along with a 23" cinema display. The bank made a mistake on our wire transfer, and so we had to completely re-order it from scratch about two weeks ago. Two week turnaround seems pretty good...got it direct from Apple.
I'm absolutely convinced there'll be an airport extreme capable Tivo-like PVR announced, probably a set-top box, capable of streaming iTunes etc. "iPod for your TV". Don't think it will be a portable device.
Now Steve Jobs is doing the keynote speech that surely clears up the mystery of what's happened to the new Powerbooks.
September 16: new 15" Powerbook launch, and upgraded 17" and 12" to be announced.
That's my guess.