Other outfits' management might not have been so quick on the belt tightening. Some new gizmo may be in the budget and now they want it in-house before the bean counters, er, I mean legume comptrollers take the funds away and cancel orders not yet completed.
I've ordered a few new machine tools and the folks at the distributor are back-ordered pretty seriously on some equipment. They've been hit with a surge in orders as well.