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    I Like this quote I dislike this quote“The strong second half in 2005 is feeding through into 2006. The consensus wisdom for industry growth in 2006 is 8 percent. We are saying 20 percent.”

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    I Like this quote I dislike this quote“The question is: will it be six or eight quarters of undersupply? It depends on when people really start to invest in capacity in a serious way.”

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