Is There a Bullwhip Effect on Supply and Demand?

Raghu: I worry about the bullwhip effect on this idea that we're going to get extremes in terms of imbalances of supply and demand. And if you're not, i don't think, as a business leader, you're being fiscally responsible. Raghu: The easy thing right now would be to react to this industry and react to the pandemic and just invest heavily in capacity and production. But when do we pull products from asia, when is it not worth it? Am do we add capacity within the americas that we could use longer term? Certainly riffs play play a play into this, as well as inflation.