For one thing, he notes that the company has very little capacity.

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"A major trend is increasing cellphone capacity for data content, " Shah notes, adding that the new iPhone from Apple will only spur demand for more available content.

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He notes that it will take time to rebuild spare production capacity, especially when world oil demand is growing by 2m bpd or more a year.

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Skipping Stone notes that gas pipelines, with regulatory approval, could start offering hourly capacity services to address this problem.

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He notes that the two WD facilities in Thailand together account for 20% of global HD capacity.

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By adding more production in North America (AmeriSteel has production capacity of 1.8 million metric tons of crude steel annually), notes Peruzzi, Gerdau now has more stable, dollar-based revenues and earnings.

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"It may be a challenge for Royal Caribbean to bring on new capacity smoothly without cannibalization of business from older vessels in the fleet, " notes James Winchester, analyst at Lazard Freres.

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Zaman notes that Japan accounts for 2 GW of expected 2011 demand, over 19, 000 metric tons of polysilicon capacity, 650 MW of wafer capacity, 2.2 GW of cell capacity and 2.5 GW of module capacity.

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The Center also notes that a decision to place greater emphasis on sea-lift should translate into a commitment both to additional transport capacity and to the preservation of a larger naval fleet needed to secure the sea lines of communication over which such transports must move.

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