iPad sales below analyst expectation

My friend from the anti-Apple fanboy club, read an iPod new and told me, "Yeah, iPod sales is below analyst expectation. "

I told him, yeah is true. Analyst expect 5 million iPod sold in 4th quarter, but only 4.19 million were sold. (refer here)

The analyst expect the main reason why less iPad sold because the manufacturer can not supply more.

Is true that Apple revenue and profit is affected, share price may be adjusted. How could you find a product that can sell faster than you can produce. Is just amazing.