Canaccord Adams analyst Peter Misek sure has set the news today; here’s what he said this morning, as reported by Barrons:

“Apple (AAPL): Misek repeats his Buy rating and $250 target, and adds that iPhone sales in the March quarter are running ahead of his estimates.”

Bad news if you don’t want to jailbreak, but hate AT&T:

“On the other hand, he also says that the iPhone launch with Verizon Wireless (VZ, VOD) now appears delayed until FY 2011.”

Good news for next-gen iPhone OS – which AMAZINGLY seems set to launch around the time of the iPad introduction. (Oh, the surprise).

“Misek adds that iPhone OS 4 should launch in the March-June time frame.”

Finally, the bit we’ve all been waiting for – yep, we’re delayed.

“He writes that the iPad luanch could be limited in size or potentially delayed by component shortage and production issues. For the March quarter, he now sees revenue of $12.08 billion, up from $11.64 billion; his EPS estimate moves up to $2.37, from $2.24.”

The Baronn’s report went online at 10.14am ET. That’s what I call setting the days’ news agenda. Hats off to Savits.