Re: "shortages in areas such as notebooks will start to feel this pressure"
I work for a large outsourcer with a massive presence in India. Last month we had to move about 1000 staff of my account to WFH. Only a small minority already had a laptop, and we were competing with other accounts in the company for spare ones. I guess we blew the yearly laptop budget in 2 weeks. Obviously when people come back to the office (and they will as soon as they can, our clients only accepted WFH because they had no choice), the shelves will be filled with brand new laptops.