Interesting. Well thanks for the info Mark. Maybe you are genuine it's just many of us are cautious of fresh posters. I'll read into your statements.
It's possible what your saying is right. Maybe they have bumped supply considerably and hence why they revised guidance but it would of been nice for the company to clearly state they will be bumping supply higher in fy16 to support demand..especially if they have that capability already..
It's a fairly strong and accurate assumption they are bumping supply though based off the revised guidance.
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