Ah, the anonymous source at Cult of Mac:

And he tells me the keynote that Jobs gave was not the keynote he had planned. Some of the speech had been cut out. Key products were missing.

My source said there was some stuff, 'some very, very cool stuff,' that Jobs couldn't unveil because of 'supply issues.'

'They can't get enough Core Duo (chips),' said my source.

He also said that if he were me, he probably wouldn't order one of the new MacBook Pros.

Wonder if there's any truth to that one? The keynote didn't exactly fit the rumors, but they weren't so far off to make me think something was missing. Hrm...