No, the production schedule is always done months in advance and where I worked the next years numbers were done almost a year in advance.

I suspect everyone thought the recession would last longer or people wouldn't be spedning so quickly, so cut the quantity of high level bikes down and now have been caught!

Also I know that component companies (like Shimano) might of done the same so even if you have frames made up in your factory you might not have the components to put on them and so a decision trickle down effect happens.