According to my dealer, they are still able to order and receive S.O. parts (tour packs, lowers, etc) without any problem. Seems likely that HD figured out they were losing money painting bikes this color, but are still willing to paint P&A this color, since the margins are (I'm sure) quite different.
I think like many companies, the Japanese tsunami was a very convenient rationale for all manner of price changes/supply changes, etc. Not to be too much of a conspiracy theorist.......
Ian