After following the game industry for what feels like forever, the delay of this game just follows the exact same pattern of almost every other AAA title released on all of the consoles over the years.
There will be many more delays announced before Christmas.
Personally I think its a good thing, I have seen way too many games that have HAD to be released on a specific date (usually to tie in with a blockbuster movie release) suffer because of this.
Comments like these are always going to be speculation, the developers don't want to alienate themselves with gamers, or game companies... they want everyone to buy their games.
Maybe we should set off our own rumour... if enough people believe it, then it must be true :-)