Fair enough. Have you heard of why the suppliers may not be able to keep up?
The vendors did not believe that Model S will be as successful as it is today. They were expecting it to file for bankrupt like Fisker.
Tesla uses the same battery we use in laptops. If Tesla wants to operate in full capacity (500,000 cars per year) at its current facility, Panasonic has to double the current battery production across the world to support. We are talking about not increasing shifts, but building new factories. So for the next few years, Tesla will be producing below demand. Hopefully they can release a mass market $35,000 automobile in 3 - 4 years.
I agree with you that you cannot sell volume with $70K base price, but for the foreseeable future they will sell all the cars they can produce.