K, email from customer service when I asked them what was up:
"We apologize that the delivery of your order is taking longer than expected. Due
to a setback from the manufacturer, item SanDisk 4GB Memory Stick PRO Duo - 4 GB - Memory Stick PRO Duo on your order is currently on backorder."
So hopefully that means they will get more in from Sandisk and send them out (being optimistic here)