> 3 Insufficient supply (generally) for demand Welcom to Always Late Inventory(tm). Nobody has any inventory to absorb demand. Nobody has any excess capacity

> 3 Insufficient supply (generally) for demand Welcom to Always Late Inventory(tm). Nobody has any inventory to absorb demand. Nobody has any excess capacity to bring online to absorb demand. Nobody is going to tool up for demand that is likely to go away once fulfilled--especially since most of them have no competitors anyway due to consolidation. Rattle this backward at each step of the supply chain. Maximally efficient is minimally robust.