I am almost ready to say "it has begun", I just need to verify few more things and go through some translations. Stay tuned!
Here are just two of the reports I got in the past 24hr:
"I work for a big retailer in ***. Today all stores have been told to remove demo Nikon D90 bodies from display and send them back to head office."
"I have had a Nikon SB-600 in order for about 3 months now at a big electronic store in ***. I know a guy that works there. He made a call to the head office, and they told him they expect Nikon to announce a replacement at Photokina."