HP starting to get some momentum from the press (Topolsky called Pre3 a gamechanger, Reisinger came out with positive story on TouchPad in eweek vs a story he wrote in Feb exhibiting doubt, see below for some links)
but all this will deflate if HP doesn't have the right mix of apps or if the software isn't optimized so I agree that it makes sense to wait until early July if necessary. But probably can't push the window much past mid-July at latest as Apotheker has been repeatedly saying June up until yesterday so if they delay past mid-July, they may start to lose momentum and risk getting press about delays, Apotheker's mgt skills, HP's execution skills etc.
Reisinger in June calling TouchPad a possible top challenger to IPad
HP's TouchPad Might Be iPad's Top Challenger: 10 Reasons Why - Mobile and Wireless - News & Reviews - eWeek.com - eWeek Mobile
Reisinger in Feb saying TouchPad Euphoria is Premature
HP TouchPad Euphoria Is Premature: 10 Reasons Why - Mobile and Wireless - News & Reviews - eWeek.com - eWeek Mobile