Sorry for the sloppy post.
The Mike's were discussing the Wii's scarcity position last night. They both had their starting positions and went at it from there. Here are some links, from the launch and more recent, that might give them more facts, and some speculation too, to work with.
Supply problem 2007: http://news.cnet.com/Nintendo-Wii-have-a-supply-problem/2100-1043_3-6181842.html?tag=lia;rcol
Ars Technica from 2006: http://arstechnica.com/gaming/news/2006/10/8000.ars
Some guy on the Internet that says he knows Econ 2008: http://lithcast.com/files/1a26c5c844fa58e8e457a3f7e52f77ee-77.html
I remember reading the first two at the time. For the record I am with Dock and don't believe that the shortage is manufactured as Waters asserts. I base that on crazy demand for the chipsets but I am still looking for that article ...
Any help Gus?