Joining in late, but the delay is no surprise... What were they going to do, launch without a proper E3 bash and pre-sale POP materials? Or launch the day after E3? Bah.
I doubt it'll get bumped to 2007 for the U.S. market, but delaying the spring launch is not the least bit surprising. Even back last summer nobody had solid dev kits, not even EA LA (I know someone there). So how the heck were they going to launch in spring? Wasn't going to happen. This was seen coming from miles away.
Regarding the component prices, I think they're way off. For one, the CPU was previously reported by actual tech industry circles to account for $100-ish of the cost. Secondly, the BRD drive was also reported to contribute $100 to the cost. So who is right, and why the dramatic discrepancy? I don't think the analysts are considering that the PS3 contains BRD hardware components directly on-board, and mostly only requires the bare drive, as opposed to a stand alone BRD player that includes the drive plus all the playback hardware. In other words, I think their $350 price is unnecessarily double-dipping redundant costs.