The fire in Japan is kind of a big deal. They turn out to have been the only supplier for that part and the result is that a ton of downstream manufacturers are

The fire in Japan is kind of a big deal. They turn out to have been the only supplier for that part and the result is that a ton of downstream manufacturers are affected. Your GCM team may have thought they had second sources, but when they're all dependent on a part from this one factory you see them all pull back their supply forecasts at the same time. It's been a trial.