Half-Life 2 = April 2004?

A couple of mainstream articles on the Half-Life 2 source code leak have appeared on New Scientist (thanks Mr.Skull) and CNET News.com (thanks Mike Martinez). Neither of those do much other than rehash the situation, but Vivendi's "Half Life II" game delayed by code theft on Reuters (thanks Brett Hopkins) has the first indications of how the fallout from this is impacting the game's release, (though this is not directly from Valve, so if the pattern that's been established continues, we expect this is not the last word on the topic). Here's the quote that suggests the new release date has been delayed until at least April 2004:
"A third of the source code was stolen. It's serious because it forces us to delay the launch of the game by at least four months, that is to April 2004. Just the time to rewrite parts of the game," VU Games president of international operations Christophe Ramboz told daily Les Echos in its Tuesday edition."
Update: Half-Life Source (ironically titled, under the circumstances) has their report based on visiting Valve saying that "only a SMALL PORTION" of the source has been stolen, and an email they attribute to "Mike Thompson who says he works for Vivendi Universal" saying "delay is not confirmed..." Did I mention this might not be the last word on this subject?