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Scott ForrestHal, I think that linking the Wagner and Plank scarcity makes as much sense as any of the other scenarios. Certainly it makes more sense than any theory that claims the Plank 150 scarcity and Plank 350 scarcity are totally unrelated.
Some of us in the 35-55 age-group actually have brains, whether the young guns and "old school" fellows want to admit it or not.