I agree ever since I read Roberts post that, what I said may NOT be the case in this instance, and I concede that the format wars is a variable that definatly weighs in heavy here, and that in this case, it may not be (all) a artificial demand tactic, that being said:
I realize rolling out products is a complex issue, but it is not like these are newbie, small, poor companies, they should have numbers and statistics of how many they'll need, timeframes of manufacturing and the costs associated with such as well as the delivery processes worked out well ahead of the release, so when I hear this kind of thing (with the exception of this type, considering the format wars thing), it is very hard for me to believe that these mature companies got caught with their pants down, I just don't buy the 'oops we did not know it would be in such demand, oh my, what do we do now' line most of the companies try to hand us, these companies aren't ran by lemonaid stand owners for christs sake, I do however realize that this is often caused by when they try and promise stockholders the world(and fail to mention that they DON'T _really_ have the ability to deliver, well, until it is too late), again, with the exception of this one (perhaps*).
* Assuming there was no format wars issue, I still feel they would still have had a supply 'problem', but I guess we'll never know.