iMacIntel: no units in stocks?

A report from Fabrice:

...I have ordered the iMacIntel from the AppleStore 2 weeks ago. It should have been shipped last Friday at the latest. So, I have decided to call Apple since I had no news from my order. I have been told that the request for this new model was so huge that Apple will not be able to ship my computer to me before the end of February. He also told me that that they will try to get me one before this date, since I have been among the first to place my order, but he can not give me more details regarding a precise shipping date.

This information goes exactly the opposite way to other reports/rumors mentioning that the first iMacIntel is selling poorly, or less than expected by Apple.
One simple reason could simply be the lack of Yonah/Core Duo; since this CPU is brand new, a shortage could be expected, especially because Apple uses the current top of the line model (dual core 2.0GHz).