CIO.com interviewed AT&T spokesperson Mark Siegel, who confirmed that Friday's activation server outage was due to massive worldwide demand. This may not come as a surprise, but it's the only official comment we've heard.
"The iTunes software appeared to have been so overwhelmed by demand [Friday] that customers were not able to go through that final stage and sync their iPhones," Siegel said.
Apple has not commented on their servers' performance on Friday. Nor have we learned any more about the other great mystery: the details behind the rocky MobileMe transition that lasted Wednesday through the weekend.
The CIO article also discusses Apple's physical supply chain for the iPhone 3G, and how it performed for the rollout. Analyst consensus: top notch. "Good job to Apple for mastering the physical supply chain so well that you have this high-profile launch and your problems are not on the physical side -- you have product in stock," said Kevin O'Marah, chief strategy officer at AMR Research.