Except his analogy falls flat. BMW is having loads of trouble with it's new 745 series. Case in point:
Man trapped in BMW. But that's avoiding the issue.
I don't think Apple is having any more trouble with it's product quality than any other computer manufacturer. They just get more notice b/c of all the computer companies, they're the most noteworthy. Being the leader of the pack also means you're a big target when things go wrong.
That being said, I don't think the cloned son of Jobs & Woz is blowing smoke. I bet they're seeing signs that PowerBook sales are slipping and the primary reason is due to the rumor of G5s in the PB line. I think they're trying to counteract that rumor by being honest about their design timeline. So on one leve, I think they're trying to get the sale, but not for the reasons you think. The old adage stands: buy the computer when you need it.