Webdesignmed,
The key quote is based on the end demand. The article I posted cites orders for 90,000 phones to Jan.30th. Someone pointed out that it could me for weekly demand. However, the article, as read, does not state that.
If 90,000 Lumia 920T is all that has been ordered through China Mobile for all of January, then the disaster lies not in supply but in demand. The supply situation is just salt on the wound.
There is no data out there that indicates that the Lumia line is selling like gangbusters in China. None. All we have are best-seller lists. And those are clearly not rock solid data points.
Invest at your own peril.