It’s for the exact reason that is a bit obvious: the delivery estimates were reduced to push through as many orders as possible for end of quarter numbers so that only their production capacity is the limiting factor in how many complete delivery by end of quarter. Now that they’ve pulled in enough orders from people who were only hesitating because of long lead times (myself included), the estimates now match reality. If I get an update on my order that mine won’t arrive until later in October, I’ll probably cancel and just jump in some day in the future.