Unfortunately, it looks like the rumor mill was right. It’s almost as late in February as you can get (the 29th, no less) and there is no sign of the iPhone/iPod Touch SDK. Hot News has no details, and the ADC has no downloads listed.
Though I’m sure we’ll have it in our hands in good time I can’t help but think that Apple should have managed our expectations a little better, and perhaps told people it would be late. Keeping us guessing isn’t going to win them any friends and will do little to deter the hordes of people jailbreaking their devices.