UPDATED: Manufacturing Problems to Lead to Constrained iPad Supplies, Launch Delay?

UPDATE 2: Apple confirms the late March ship-stimate to Wired [via @arsinfiniteloop].

UPDATE 1: Seth Weintraub at 9to5Mac puts up a thoughtful reminder about the nature of analyst notes:

If [analysts] do produce something publicly, that means one of two things: (1) Their clients have had the information for weeks and have had time to invest accordingly. (2)They are trying to artificially change the price of Apple’s stock because they have previously told their clients to invest based on the ..read more