An analyst is reporting that "an unspecified production problem at the iPad's manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K".
Analysts make poofy, speculative claims that we ignore all the time, but Canccord Adams' Peter Misek here is reporting that there is an actual "unspecified production problem" happening at Foxconn (the prettier name for Taiwanese manufacturer Hon Hai Precision) resulting in a "manufacturing bottleneck". Of course, it's possible he's still wrong, and a million iPads will flow freely later this month (ooo, is it March already?).
But a high-demand, low-supply launch wouldn't be the worst thing in the world either. It certainly wouldn't be unprecedented. [AppleInsider]