...also your edited link is actually a pretty bad one.
1) it makes the same logical mistake of not believing the two markets can co-exist.
2) it talks about how SHIPMENTS have declined. which yes, makes sense because Q3 and Q4 of 2011 had horrible shortages occur. so shipments would decline.
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The King Wang.
Listen up Urinal Cake. I already have something that tells me if I'm too drunk when I pee on it: My friends. - Colbert.