And the last bullet here is can the shipping companies can they rely on us and we think that’s going to continue to be a trend. The manufacturing on the supply side, the important thing to know about the supply side is the manufacturers only build to demand. So there is not a lot of speculative inventory overhang and in fact to some degree the manufacturers will produce in a tight demand market because it helps their pricing.Read the rest of this transcript for free on seekingalpha.com
Textainer Group Holdings' CEO Presents At Deutsche Bank 2012 Aviation And Transportation Conference (Transcript)
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