There definitely was an influx of wait-listers on the 12th. That was evidenced by the way it took a few days just to get to 10 something PM of that day in the waitlist. The last update from Fractal was almost a week ago saying "now serving Feb 12 10PM". Since then, nothing. I understand not everyone lives on this forum/thread, but we have a few posters frequently posting in this thread that were on the list Feb 13. If invites were going out, we would have heard from them for sure. I doubt it's the same as the G66 hang up. As far as I know, fractal loads whatever the current firmware is on each unit as it's being QC'd, and readied to ship out. That's all the evidence I've gathered that leads me to believe they ran out of stock and are awaiting another shipment of units. It's either that, or they completely ignored the FM3 waitlist to make more/quicker progress on the AXE III mk2 waitlist, which I highly doubt. I would think that they would work on both simultaneously.
Of course, this is all speculation. We won't know for sure until either fractal themselves confirm or deny, or we start to see some movement again on the waitlist. Either way, until either of those happen, we'll get more anxious people and more speculation. I'm not until August, so I know I've got a little bit of a wait ahead of me. I'm not worrying too much as I've got my HX stomp and have been demoing various plug-ins to keep me busy until my turn arrives. The only danger is that with the pot of money put aside, if something on the used market pops up that I can't resist, I may use my FM3 funds and then have to start all over again saving (or sell something)