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Why not stick to it?  It is a shot in the dark anyway.

This would be great, but I just don't see it happening.  I would love to be wrong just once in my life though! :) It would be interesting to know what his exact reasoning for this is.  Besides just saying look at the usage curves.

It is going to require a massive bull market that, could happen.  I just do not see it in the time frame he lays out.  Actually I could see a two year move to the degree he says AFTER 2020.

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