I am assuming that Eastman is referring to the discussion we had a while back about PS4 pre-orders possibly not being tied to a specific guidance from Sony. At the time he said PS4 pre-orders were handled in a very laissez faire manner, according to him Sony didn't provide any numbers to Gamestop and Gamestop opted to accept pre-orders even though they have know idea how many units will be made available to them. Which if true could mean that some if not many of the people who pre-ordered PS4 might not get machines at launch. He can correct this if I am wrong.
Yes , also yield issues aren't limited to just one company .