Those skeptical are anticipating a possible large drop in demand before that backlog clears. ie. a change in market conditions that means that many of the orders in that backlog would be cancelled or belong to bankrupt entities.
Many words have already been spilled as to whether or not that might happen, so I'll just shrug rather than adding to them.
Many words have already been spilled as to whether or not that might happen, so I'll just shrug rather than adding to them.