It would be great if it is true. The story seems to hang together, and the arguments make sense. For Amazon, the timing is about right -- if I can order it from their website on Monday and it turns up a day or two later then it makes the Christmas/Festive season. But that would mean boxes sitting in the warehouse now, and I've not noticed any rumours at all on that.
As for the appearance, I wonder if the pictures released were deliberately of a less than beautiful device to make the real product look good?