iPad manufacturing bottleneck?

AppleInsider reports that analyst Peter Misek with Canaccord Adams has sited an unspecified production problem that will limit availability of the iPad, and may even delay it's release (maybe that's why they haven't started taking orders?)

"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 in the month of march, far lower than the company's initial estimate of 1,000K units."

"The delay in production ramp will likely impact Apple's April unit estimate of 800K as well. It is also possible that, given the limited number of units available in March, the launch will be delayed for a month."