Well, this one is just about as speculatory as it gets: Infineon, who might be supplying the chips for the 3G iPhone, announced this morning that they are seeing less demand for HSDPA chips than they expected from an unnamed project. Analysts are guessing this means the next iPhone has either been delayed, or will launch with lower volumes.
Nothing to worry about, iPhone fans. If Steve planned to announce the 3G iPhone at WWDC, Steve will be announcing the 3G iPhone at WWDC. The launch date probably wouldn’t change either — if the initial shipments are lower than the demand, it’ll just lead to even more demand generated by all of the “OMG!!! 3G iPhone shortage!! Go fight a guy for yours!” stories that will go up.