If I'm not mistaken, they'll still have Wave 1 & 2 shipping most likely, it's just they won't be seeing anything beyond that. There's likely some in the pipeline yet to go though, and since they're the last of the line the NCF makes sense then...
At least that was my understanding of it, I could be wrong on it. Jeff I'm sure knows more than I do on all this.
Also, this has no bearing on Wal-Mart or Toys R Us and their orders. Hard to say what they'll get in May, June, and beginning of July.