$AAPL iPhone Duo pre-orders went live at 8 AM ET and sold out almost instantly. Shipping dates slipped to Nov 23 within moments across all models.

First wave ships Oct 23, but new orders now face a month-long wait. Apple likely produced fewer units than usual this cycle, creating tight supply right out of the gate.

Demand signal is clear—question now is whether constrained inventory reflects deliberate scarcity or actual production limits.