"No it was 20 pages of strawman history mixed up with scare-mongering. The only slide that mattered was on page 11 and guess what, capacity exceeds loadings quite easily apart from around the year 2000. Their obsession that spending may not be accelerating at the trend rate matches your obsession about ARM's phantom fabrication 'problems'."
Let's see something objective then in rebuttal rather than just your opinion. Everyone who disagrees with you is obsessed and/or delusional. I can see you saying that about me but it's a pretty harsh thing to say about the UK boys. I guess it's a lot easier to say that than it is to offer some documentation of your positions.
You're obviously frustrated. But that's normal where you don't like someones conclusions but don't have anything of substance to refute them with...