I am waiting on a pair of Theos as well, but I was told it would be a longer wait. I didn't care to ask though, I am patient and can wait.
No that is interesting about the Japan crisis, I dont know why that would be a concern. The only part (that I am aware of) that comes from the far east is the cabinets, and even then they still get all the finishing once they are over in Canada.
But maybe some of the circuitry parts do come from over there. Maybe it is just that dealer you spoke with. I know that the Magnolia AV locations have some on hand in the warehouses, but they are also a much larger AV shop then most others so that might make sense...?