IHS iSuppli has identified five components inside the new iPad 2 that will be in short supply due to manufacturing stoppages caused by the Japanese earthquake and tsunami. (Source: iSuppli)
As customers clamor to find an iPad-2 in local stores, the online store keeps promising delivery in 4-5 weeks (but so far is not subtracting from its estimate as time goes by). This worst possible timing for supply shortages will likely keep iPad-2s off store shelves until the situation stabilized in Japan. Look for consumers to wait at first, causing pent up demand, but begin switching to Android tablets if shortages persist more than three months. R. Colin Johnson @NextGenLog
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