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No you're wrong.

There certainly never was an ultimate with HDDVD, that was one of the stupidest rumors I've ever heard and never had one single shred of credible evidence to back it up (prove me wrong).

I personally thought MS was doing something with their sku (just no HDDVD, ever) but now the old skus are back in stock so that wasn't the case. The most likely explanation is they just somehow ran out of stock temporarily. I've seen everything from too many replacement units being siphoned off for RROD, to losing Wistron as a supplier. to the chinese new year holiday blamed (chinese factories shut down) .