I agree they'd probably pay extra for the parts, but that might not just get passed on in their system price. It can manifest in all sorts of other ways (debt,

I agree they'd probably pay extra for the parts, but that might not just get passed on in their system price. It can manifest in all sorts of other ways (debt, discontinuing a different product line, cutting back on research, etc). In today's environment debt is cheap, so companies that might otherwise shut off a production line can afford to borrow and bid up the price of parts.