I agree that in general Gruber has well-researched and thoughtful pieces. I would have more respect for his retraction if he didn't spend most of it telling me why it wasn't his fault.
"But, trust me, it was AT&T’s decision."
and then
"My source [...] was wrong."
Yes, he deserves points for for admitting he was wrong - it takes a big person to do that. Personally, however, I would have preferred to see the articles not written in the first place until things were a bit more clear.
Perhaps this is inevitable when your blog suddenly becomes a significant source of revenue?
Approaching TechCrunch-style speculation? Seriously? He wrote two small blurbs about this Apple/AT&T thing, and beyond that left it completely alone, except to admit when he was wrong. Meanwhile, the rest of his articles/links have been as good as they were since I started reading him two years ago.