Kotaku points us to the most recent Nintendo investor's briefing, in which Satoru Iwata makes a number of cranky comments. My favorite is this one, about the US lagging behind the rest of the world in sales expectations:

Later in the briefing he admits that "we are currently facing product shortages," and there are numerous other questions about hardware supply in the briefing, but Iwata doesn't seem to make the connection between the two. I hear that the new audiences might need a DS or a Wii before they buy software for it.