Let’s see. I’ll be happy to be wrong but if “real” demand is 2000 and our choice is between a 1500 allocation and a 3000 then we all know which 500 are going to miss out
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Oh - I misunderstood your original point, sorry. Yep, I entirely agree - if demand is 1600, and the allocations are 1500 or 3000, they’ll get 1500. Presumably there is a point where they’d buy the 3k, but I’ve no idea where that point is...