@Mark LaPedus: thanks for the update. It seems like every few years the industry learns the hard way the impact of allowing a majority of components sourced from one or two locations. Years ago there was the DRAM crisis with fires in S. Korea; and now we have the impact of earthquake and Tsunami damages on the industry.
The NAND flash prices are already increasing, albeit modestly, due to the crisis in Japan:
It is still unfolding so it is hard to judge at this point what the impact is going to be on the supply chain and on the component- & system-prices; minimal overall impact or significant increase in prices and stoppage/delays.
Dr. MP Divakar
Except Apple,which made upfront fab investments, every other phone/tablet vendor will suffer from high DRAM/LCD/Display pricing due to the situation in Japan!
BTW didnt know the Japanese makes so much of the passives. Aint it a very low margin business? They should manufacture it in china.