I've heard from several sources (that I am confident in) that they're OTW. The strike probably pushed things back a bit, but it is what it is.
Trust me, I completely understand how frustrating it all is.. especially with the lack of availability on the DCS Remote Commander or DCS Explorer... Unless you have an existing TIU, your options are thin short of paying silly money for old TIUs, Explorers, and Remote Commanders. At this stage however, there is almost no point in debating the issue if they've actually hit the water. Whether anyone likes it or not, they'll show up when they show up. We all have choices in the matter of maintaining our orders or jumping ship - pun intended.
If coming back into this hobby from my childhood days has taught me anything, it is that patience is a requirement regardless of if I like it or not.
...still though... horrendously frustrating to say the least. You bring the protest signs and I'll print the T-shirts. :-D