reduced profit margin affected by ... strong performance from lower-margin technologies, including Raspberry Pi.
Investors seem shocked to learn that Raspberry Pi is lower-margin.
I suspect that the real problem is lower sales of higher-margin technologies rather than
higher sales of lower-margin technologies, but it makes for an interesting headline.
> It's a shame we don't know why RS is not receiving stock.
Indeed. They knew from day 1 that interest was very high, but apparently
were very conservative in the number of SoC orders they placed.
Maybe Farnell listened to Morgaine, but RS didn't. 
As of April 18, the press was reporting that RS had a waiting list of 250,000.
http://www.zdnet.com/raspberry-pi-waiting-list-hits-250000-4010025909/
On August 29, JamesH wrote:
"It takes a couple of months minimum to get increased demand through the fab, Broadcom would only be blinded as far as supplying to the distributor - Brcm can only make what is asked by them. If the disties under/over estimate demand, then that's their problem, Broadcom will supply what is asked for."
So Broadcom apparently didn't ramp up production of the SoC based simply on
press reports of huge interest, they waited for actual orders from the distributors.
It's hard to tell exactly how many RPi's RS has shipped so far.
They claim to have shipped orders with order numbers up to about 100,000.
But a number of people with order numbers between 80,000 and 100,000 claim
not to have received them, or are just now receiving them. We also don't know how
many people with order numbers under 100,000 have cancelled, or how many
orders such as from Allied may use a different numbering system. But I think
100,000 is in the general ballpark of how many they have shipped so far,
compared with the 250,000 on the waiting list in mid April.
