Okay, here it is from the horse's mouth: HL2 is officially delayed with no new release date:
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Half-Life 2 Delay [Sep 23, 2003 : 11:06 pm]
1143 Comments - Steve Gibson
We've managed to get an official statement from Valve Software on the release date of Half-Life 2 being pushed back. Here is word that I got directly from Doug Lombardi of Valve Software. Valve seems to have been having some mail issues so you may not see this on other sites, however we can confirm with absolute certainty that this is valid:
The previously announced September 30th release date for Half-Life 2 is being pushed back. We are currently targeting a holiday release, but do not have a specific "in-store" date to share at this time. We will release that information as soon as we have confirmed a new date.
As more information becomes available from Valve we'll have it here for you.
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No big surprise, but I just LOVE the rumor mongers with this stuff...
I'm confident that they will get it out before CHristmas. They will lose too much $$ if they don't since it will compete directly with Doom3 otherwise. They'll make a LOT more if they can get it out in a quarter before D3 comes out. I think they also pushed it back a bit to squeeze out CZ before HL2 is released.