That theory (excuse) doesn't hold water, based on the data. The problem for RAM is that this is all transparent. People are seeing the trucks being built with all the parts that could have gone to their 6+ month old order.
I don't buy for one second that this is about anything more than a business decision. They can make two trucks with the parts from one. More money. They can make more recently ordered trucks with a higher price point. More money. They can get a truck to a dealer and sold in 30 days instead of 31 days. More money. I don't really even fault them for that, but trying to explain it away doesn't sit right with me.
And I call BS on GM and Toyota are having the "same problems" right now. They're having the same problems as the rest of the industry as far as availability of parts, sure. But they aren't having these problems of people waiting nearly a year for their trucks to be built while watching trucks ordered a week ago hit the line. If I wanted a fully loaded 1794 next month, it'd be mine. I suspect I could have a 22 Denali Ultimate in my driveway before some here will have their RAM they ordered this past summer. That's on RAM.