Broken w3 subrepo?

I did an hg pull on the packages to get yesterday's gnus prerelease,
and got nothing, and hg log showed a last top-level update from a
couple of weeks ago:

changeset:   1137:3720091d7106
tag:         tip
user:        Norbert Koch <[email protected]>
date:        Sat Sep 19 00:35:08 2015 +0200
summary:     pre-release gnus

I thought that maybe the recent trouble with the top-level had
something to do with it, so I did a fresh hg clone of the package
repository.  Mercurial reported success, but several subrepositories
are missing:

xemacs-packages/
  xemacs-base
  xemacs-devel
  xetla
  xlib
  xslide
  xslt-process
  x-symbol
  xwem
  zenirc

In short, all subrepos that lie alphabetically after w3 did not get
checked out.  I thought maybe running hg update would fetch the rest:

resolving manifests
getting .hgignore
getting .hgsub
getting .hgtags
getting ChangeLog
getting INSTALL
getting Local.rules.inc
getting Local.rules.mk
getting Local.rules.template
getting MAINTAINERS
getting Makefile
getting NEWS.packages
getting Version.rules
getting XEmacs.rules
getting find-macro-err.awk
getting gen-macro-list.awk
getting hack-package-index.el
getting iterate-1.rules
getting iterate.rules
getting meta-iterate.rules
getting meta-targets.rules
getting mule-packages/Makefile
getting package-clean.el
getting package-compile.el
getting package-net-packages.el
getting xemacs-packages/Makefile
resolving manifests
images/open-cap-up.xbm: untracked file differs
abort: untracked files in working directory differ from files in
requested revision (in subrepo xemacs-packages/w3)

This is from a fresh hg clone; I have not touched anything inside the
w3 subrepo, or any other subrepo for that matter.  Also, after running
hg update, I get this:

$ hg status
M .hgsubstate

And hg diff shows the entire contents of .hgsubstate as being added.
Indeed, running "hg revert .hgsubstate" erases .hgsubstate!

Is anybody else seeing this?
-- 
Jerry James
http://www.jamezone.org/