How far out would you plan your business? I believe they will have a nice portfolio showing itself in the q3 (not calendar q3). I do agree that this oversupply was a big blunder which was due to a few levels..government through the whole industry. So if this industry still shows a huge oversupply in this calendar q1 where 2.0 didn't chip away at it.. I will be a bit disappointed and it means if cam was still here he would be red faced yet again...
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