It's time once again for my regular “analyst disclaimer”. Analysts are not magical genies who can see into the future. They're just people with deep knowledge of the industry making wild guesses that occasionally prove to be accurate. Now then, onto the rumor;
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Canaccord Adams analyst Peter Misek (BrainstormTech via TechCrunch) says that an “unspecified problem” at Hon Hai Precision will lead to a “manufacturing bottleneck” for the iPad. This will limit the March launch numbers to less than 300k, which would cause the iPad to sell out absurdly fast.
Apple doesn't want to deal with all the unpleasantness that would come with launching short of products, so Misek predicts that they will delay the launch. That all sounds pretty reasonable, except for the fact that we have no independent word of any problems with Hon Hai's production facilities. It's possible Misek has a valuable piece of inside information, but in all likelihood he's just been hoodwinked.