I don't think it does either. But Nintendo claims that 250k units are on waiting list at GameStop. This is in addition to whatever preorders were actually sold everywhere. So there isn't zero demand which is good for Nintendo.
So the question is: what happens *after* the first 1M get their Wii U's. Does it catch on like wildfire and become the must have console for Christmas or does it fizzle?
The problem for me is I can't pinpoint what feature would make the Wii U so attractive. The tab controller is cool in my opinion, but that alone without any obvious amazing content worries me.