The issue with the supply "lies" or whatever:
itrackr isn't real time. The 39% is based on a specific time of stock availability. Just because it was 39% doesn't mean its 39% now.
The same was said for the PS3 about 2 months ago: It started showing cracks at 40-50%, while most stores still didn't see them instock, but it was only shortly thereafter that stock actually began to flow.
Back from the dead, I'm afraid.