In particular, he sees margins coming under pressure as component prices rise.

FORBES: Connect

And the Fair Trade Commission is investigating allegations that Hyundai Motor colluded with affiliates to put pressure on component suppliers to cut prices.

ECONOMIST: Hyundai Motor

Trip Chowdhry of Global Equities Research says Dell's stock also appears to be under pressure from concerns over component shortages.

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On the other hand he cautions that there could be some disruption in touch panel supplies, and that component pricing is likely to see upward pressure near term, for NAND flash in particular.

FORBES: Apple: Concerns Ease On Component Supply Issues

Talk about pressure: Nissan's Mississippi plant is a key component in Chief Executive Carlos Ghosn's ambitious plan to boost worldwide sales by 1 million vehicles, or nearly 40%, by 2005.

FORBES: Magazine Article

Last November, he proposed an outside slate of directors to pressure management at ITT Corporation, the White Plains, New York-based conglomerate that includes a sizable military electronics component among its various business lines.

FORBES: Faltering Defense Industry Faces New Danger: Activist Investors