I agree....a Sapphire sale does not automatically equate to a furnace sale and in this case it would only be 2 to 4 systems which should not get anyone too excited.
There are probably ex GT suppliers that are trying to move inventory that they got left with to cookie cutter Chinese knock off manufacturers. If they are successful that will put a crimp in GT's plans. Not sure that any one of them could supply the estimated qty needed but time will tell. The Chinese can be pretty resourceful and beat us at our own Capitalist game as they use different rules.
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