John C. Dvorak (the guy who also wrote this):

It is the notion that the phones will be in short supply that attracts my attention, though. This is because the whole idea screams “marketing ploy!”

Bloomberg:

“Apple is facing significant production constraints due to a move toward in-cell display technology [from LG and Japan Display],” Ben Reitzes, an analyst at Barclays, wrote in a research note yesterday. “Apple is struggling to keep up with demand.”

The popular myth that Apple intentionally causes supply bottlenecks is conjecture at best, and belies a lack of understanding about manufacturing. My two cents, which I'd put towards buying an iPhone 5 if I weren't looking to head back to BlackBerry.