Whatever the problem is - parts lagging behind schedule, underestimating sales potential, or pokemon - Nintendo really screwed up for this holiday season. The DS will probably sell 1 million units in November and 2 million in Decemember in North America. Europe will probably see similar sales (2.5 million?) and Japan will be frickin insane. They should have been working on a new production facility or perhaps outsourcing some of the work about 9 months ago.
Well, I guess Nintendo will sell around 10 million DS units between now and Janurary 1.