That’s a great point, Scott. Just read an article today about Apple’s investors (the one’s with some clout anyway) asking what they plan on doing with that bundle of $100billion. The answer was investing. And investing in production.
The article alluded to them purchasing critical components for years, rather than investing in their own factories. The comparison was Airline Fuel hedging, where you pay 2008 prices for 2012 fuels. They would do this with chips and other critical components.
Obviously, your idea, Scott, is much better than that.