But the counter point to that theory would be..........
The guys who cannot afford the NOS made that theory up...
But jokes aside I was pretty surprised at how good the new jj EL84's sound ! I have them but still prefer the mullards or even the sylvanias
But nobody makes a nice new EZ81 or really even a decent 12ax7 for that matter.
I have never found anything to sound as nice as NOS RCA's in my 73DR
or anything as nice as Mullard EL84's either. (the jj's are good tho ) But then I am not a pro player & play alone so the nice little extras in tone can be heard by me. No drums drowning it out ;)
As of the world supply?? I have to agree with Matt. Like all things they will dry up in supply. I think a lot of it comes from the fact that many shops did tube repair on audio equipment & television for decades. So pockets still turn up from time to time Im sure.
But honestly how many do you need? I have a pretty decent stash now from buying for 10 years here & there when a deal turned up.