I think that the industry ordered the wrong number of bikes this year. I don't think its just specilaized. My brother in law was told it would be tough to find a XL road bike this year. Fisher didn't see to get any of the 2010 29ers over here
I think the effects of the recession are very hard to predict, particulalry on things like cycling. Combine that with a very dry year and every where I go I see cyclists (edit I see you say give or take a bit of rain. Does that put you in the north or west. In the south east its a desert at the moment. Its seems to have been sunny non stop since may bank holiday)
I don't think Specialized wanted to be out of stock at the moment. I mean they make money selling bikes