FFG just had this update on shipping delays:

http://www.fantasyflightgames.com/edge_news.asp?eidn=5370

Armada is listed as delayed, but there isn't any further info.

Edit: I missed that this was posted already

http://community.fantasyflightgames.com/index.php?/topic/135314-core-and-wave-1-being-released-separately/

I'd delete this if I could. The shame =(