[contingencies]

I think perhaps you miss the difference between ordering from the vendor and having stock in the marketplace. The first is just a promise, which everyone learned had little value during chipaggedon. It turns out vendors have all sorts of interests which affect which customers they prioritize stock for in the event that a shortage is anticipated, and most of us aren't on the list. Stock in the distribution marketplace means that not only does the quantity really exist, but it has been in demand long enough that the distribution chain has decided to buffer additional volume. This means there's volume moving and you can to a much greater extent than a vendor promise actually count on it being available and the price representative (rather than promotional, temporary, or highly subject to fluctuation). In general, you also get your stock quicker. I hope that clarifies.