What "all that capacity?" Did you listen the to the CC?
The analysts got all bent out of shape about the additional spend that was going to happen to get the next size pizza ready.
They completely muddled it in with the normal Capex spend. No amount of explanation could straighten them out.
This "unusual" bump occurs about once every 15 years or so to get over the next bump in technology. Of course that's far beyond the collective memory of the analysts.
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