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at 8:43AM PST on April 28, 2008.
You didn't really answer my point / question : "do you have any reason why you think this (Japan portion shifted to US) will not happen ? If you do, what is the cause ?"
I meant my answer to be that if it's happening now, it's already been happening for some time.
However, yeah, the more reports there are of large supply, the more I doubt my initial position.
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