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Technology Stocks : Cisco
CSCO 72.10+1.4%Nov 10 3:59 PM EST
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To: Jay Couch who wrote (64)5/11/2000 8:54:00 AM
From: Tom Chwojko-Frank  Read Replies (1) of 405
 
One question I have regarding component shortages is, does it affect demand in the long run? If a company orders something and has to wait for it, rather than get it immediately, what effect does it have in the end? They still buy it, it's just delayed gratification. It's not like the customer can go somewhere else easily, because all the vendors have the same shortages (or worse, since the leaders will get some preferential treatment).

Am I missing something here?

Thanks,
Tom
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