Sorry, but that's all bull****
Apple isn't able to deliver their new iPad. It's the same story as with ASUS and the (in)famous Transformer Prime which is still not available in Germany.
Unfortunately ASUS, Acer and Co aren't able to deliver their premium tablets too. This would be their best chance to blow Apple of the market. Would you wait the new iPad with no delivery date given or buy a good Android tablet right off the shelf ?