We never get release dates for major content patches during the first live letter. However ya it definitely sounds like 2.4 will not be coming next month(going to go ahead and ballpark it as coming around Nov 13th because obviously it doesn't make any sense at all for them to get people to play this rather than go and play a certain something else).
This week he already said 2.4 was coming in a month due to all the complaints related to the housing wards, unless the time frame has changed in less then a week it doesn't sound delayed.
No date? No gear preview? They spent way more time talking about Fan Fest than anything.
Its just like the 2.3 content preview order. 2 Producer Letters, 1 that shows the first half, the second that shows the second half. Look at the image that showed the content for 2.4. They only discussed the stuff on the left half of the screen. The other half, hildebrand, main story, final coil, new allagan tomestones (which will likely show the new gear), PvP rank (also new gear) is coming in the next update.