dumbo on 01 April 2008
Looking at the graph - start of Jan was supply constrained, the end of Jan/start of Feb was a 'bubble' as supply exceed demand and sales caught up...
End of Feb/March shows no signs of supply constraint - it's fairly flat with a 'bump' at easter/PES08, followed by a tail-off. In other words, the graph looks exactly as it would be expected to look.
-> There is no sign of a significant/meaningful supply constraint in "other".
