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It isn't clear to me if the delay is part of the rumor or if the rumor only refers to the reason for the delay.
I get the fact that people are looking at Apple's history and saying that Apple wouldn't do this, but that was the history under Jobs. Having a predictable release day is bad for the market because sales go down just before the release, people say that Apple is doomed, etc.
Another possibility would be that Apple wants to change something else and this is a way to divert the attention of it's competitors.
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