Okay, Nintendo sells roughly 175k Wii units in "Others" per week currently.
That means roughly 787.5k, we can go with 800k units average a month (4,5 weeks).
Japan accounts for roughly 200k units a month currently, maybe 225k.
All in all roughly 1 million units a month for Japan and "Others" combined.
That means there are roughly 800,000 units left for the Americas each month. The Wii averaged around 700k units in the US alone, 100k units for the rest of America a month seems reasonable. (Of course numbers can vary by 100k or so.)
All in all the numbers make perfect sense so far and if we take into account the increase in production from 1.8 million units to 2.3 million units a month (which is half a million) Pachters prediction makes sense, they could very well increase US shipments to 1 million units a month.
Of course we have to take stockpiling into account. Nintendo currently pumps out every single wii unit they produce, so upping US shipments by 300k units a month would mean there are only 200k units left a month for stockpiling.
Now they can only stockpile consoles until October because in November they´ll need those units again already.
August, September, October: three months a 200k units which means 600k units stockpiled + 4.6 million consoles produced in November + December anyways, that brings us to 5.2 million units for November + December.
Now, if I used our hardware table correctly, the Wii sold more than 6 million units during the November - December period last year so 5.2 million units is clearly too low.
I´d expect them to have at least 6 million units available this Christmas season (Nov + Dec). 4.6 million consoles produced in those two months means they need roughly 1.4 million units of stockpiled consoles in 3 months, which is 500k units a month... which is roughly the same as the increase in production.
So if I didn´t use our hardware table wrong I´d say we won´t see a large increase in Wii sales in the US starting August because they need those extra units to be stockpiled.
Edit: I would expect them to have a bit more units left in November-December, though. I guess just like last year, they´ll cut back some shipments during late September, early October so we´ll see slightly higher sales. Additionally they could get more consoles out there like they did last year if they use air shipping again. All in all I´d expect them to have 6.5 million units available for November-December, roughly 400k units more than last year.