To be clear, we are building lots of Subway amps and cabinets (but clearly not enough). The problem is that demand is outstripping supply, and with the lead time on parts anywhere from 1-6 months, we often find ourselves waiting on a part that may have been ordered months before. All the while, orders keep coming in. Some dealers scheduled ordered 12 months ahead, as as their build ticket comes up they get filled. I know several players here received amps/cabs from Sweetwater in the past few weeks.
Those dealers who ordered an amp or two and then sold out (without having additional orders on the books) find themselves at the back of the line for their follow-up order, just like every other dealer ordering on that day.