FYI, another article, this one in Financial Times, which discusses the situation. As with the NYT blog blurb, analysis suspect that Sony and B&N aren't facing a specific parts shortage, but still can't manufacture units quickly enough.
Again it's unclear how this will impact the overall "horse race" -- analysts suspect the Kindle will grab 60% of the market -- but I do think it will be awkward for both of these companies to have empty in-store displays for the entire holiday season.
http://www.ft.com/cms/s/0/80a74582-d...nclick_check=1