There seem to be a number of people talking about this in various different threads, so I thought I'd start a new one and hopefully the talk about it will gravitate here and be a bit easier to find
There seem to be two main topics of conversation:-
Firstly, the wording of the email...
Oculus have given us a date of 12th April for updates. I'll be amazed if they don't meet this date or even give updates before then. Whether it's the fault of Oculus or not, there's been a major screw up on the launch. They've lost a lot of goodwill, and some (nobody knows how much, but I'll bet it's thousands) of orders because of it. They've appeased (most of) us by explaining, apologising and offering free shipping.
The email may seem slightly ambiguous, but you can guarantee it's been through umpteen Facebook lawyers before release. It's been very carefully thought through. Oculus aren't daft. They know how many people are annoyed at the delays. They've bought themselves some breathing space with this announcement and they know they have to use it. If they drop the ball again, the cancellations will flood in, especially as by April 12th, it'll be public knowledge how well the Vive launch is going. If they weren't totally confident they could meet this date and get things back on track by then, they wouldn't have given a timescale.
Secondly, the 'component' shortage...
Nobody knows what this component is. Personally, I think it's one of the items that's added into the box at the last minute, i.e. the remote. They were expecting a shipment of xx thousand of these to arrive so that they could get them into the boxes, but for whatever reason, there was a delay. If it IS a last minute item such as this, it would account for them not knowing until soon before launch that there was going to be a problem. Assuming this is the problem, it's simply a matter of getting these items in the boxes and firing the boxes out, which is why they're in a position to announce that shipping will hopefully be back on track very soon.
If it's an internal component, say a PCB, that's a bit more serious. I doubt it, as if it was, they'd have known a lot sooner that there were going to be major delays and would presumably have made an announcement before things got so out of hand. If this is the situation, then even when the components arrive, they still have to assemble the thing before they can get it into the box and send it out. I'm not sure ten days is enough time to do that in the quantities they need to ship, especially as they've announced via VR-Researcher (commonly thought to be either Palmer Luckey under an alias or someone else pretty high up at Oculus) on Reddit that they'll hopefully be back up to speed 'next week'.
It could even be the box that Rift ships in. If you watch the vid of Palmer delivering the first Rift, the controller falls out when the box is opened. Ok, the box was opened upside down, but the controller still shouldn't fall out that easily. They may be simply putting extra padding in the box to ensure the controller doesn't fall out during transit and cause damage.
Anyway, that's my thoughts on the matter. Hopefully, all will become clearer soon!