I have an order placed on the 7th and another on the 8th of February, and I've now gotten the delayed message for both of them (first email came about 3am this morning).
I did flirt with the idea of ordering the books individually, but the MM and DMG come out to almost the same cost as the gift set, so I think I'm going to try to wait another week. I did grab a copy of the PHB yesterday with a 30% off coupon at Borders, so at least I can start KotS with player made characters.