Curious what dealer insight you are privy to?
I don't think any dealers have been able to get anything near the quantity they ordered. Some dealers ordered excessive amounts with the intent of canceling orders to try and get more early inventory. Nikon said no way, reallocated inventory. That being said there certainly has been a fair amount of favoritism in the allotments so far. (as usual with all of the manufacturers).
We are a small dealer, and have money down on over 20 bodies still. Nikon has a very limited manufacturing capability, and to be honest they've never introduced a camera with the demand of the d800. And one unknown ... it very well could be Sony is having yield problems or limited productions of the sensors.
Wayne I agree with all of your points . Nikon does not have a Foxconn size plant , I've visted the plant in Sendai where the D3 (and presumably now the D4 and maybe the D800's are made. It is surprisingly small and there is a tremendous amount of testing by hand and eye (with computers) that goes on. Sony may also be having yield problems. And Japan, Inc. may likely still be having supply chain problems as well with many small suppliers. The pent up demand for the D800 ,which has been rumored about, and was being field tested apparently, has been building for at least a year and it is a camera that really changes the game. I'm not sure it is revolutionary , but it is a big evolutionary leap.
Your shop is as fair and honest as the year is long - you even point out the opposite of what i said with some dealers putting in large orders they knew they would cancel. but I'm sure you know shops that are not, I know I do.