If anything, I'd guess that keeping the Kindle scarce is a way to guarantee high sales of Kindle 2 when it comes out, without having to worry about backlogged Kindle 1s.
Considering there are other sources of readers, like Sony, and Amazon hasn't done much to differentiate its product from them in the eyes of the general public, I'd say "keeping the excitement high" is more likely to backfire as those "excited" potential customers get a Sony instead. (Heck, if I didn't know there was a difference in the way they worked... I'd buy a Sony in a hot second!)
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