Is Microsoft being overcautious with surface 2?

We all know Microsoft had to write off huge amount money on surface RT. Its mostly because of Microsoft overestimating the demand for a first generation product.

I am sure Microsoft might have learned few lessons with that and being cautious with their next generation of surface products.

But are they being overcautious?

Surface 2 is out of stock online in everywhere (Microsoft store, Bestbuy, Walmart, Staples).

Even few models(64GB, 256GB, 512GB) of surface 2 pro is out of stock in these stores.

I think surface 2 is selling better than surface RT because the improvements in almost every aspect over last gen but these out of stock boards are because of small inventories rather than extra ordinary demand.

What do you guys think? Isn't Microsoft missing the opportunity in the important holiday season?