Having visibility across the value chain should be very helpful - you can avoid committing to undeliverable products and at the same time anticipate demand from

Having visibility across the value chain should be very helpful - you can avoid committing to undeliverable products and at the same time anticipate demand from your customers. Overall you should be able to run the same thing on much lower margins and be in a position to out compete anyone who doesn't have the same advantage. Unfortunately I think that the temptation is to give in to the "faster horse that eats less" requests and to accept "we just can't do that boz" on the other end. China seems to be moving to a model that couples integration with bouts of intimidatory violence and so far that seems to be working well, but it does have costs.