Just got this update today:
We are sending you this message to update you on delivery of your Raspberry Pi.
Unfortunately, due to unforeseen circumstances causing a delay in the supply chain, we can't send your order just yet, but it will be despatched the week commencing 02/07/2012. You will receive a confirmation email prior to your Raspberry Pi being shipped.
We know that you have already been supremely patient, but please bear with us for a little while longer. We are sure that the wait will have been worth it once you can experience the limitless computing potential and enjoyment the Raspberry Pi offers.
If you have any further questions, please visit our FAQ page on element14 for more information.