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Thompson Private Letter for January 2012

The Contents for the Thompson Private Letter, January 2012

Opinion: China looms larger

Prediction: Paper and the Internet have yet to find an equilibrium

Application: Paper Machines nearly run themselves

Investigation: Hand Drying Wars

Speculation: Follow-up

Commendation: Is it wood, is it paper?

Recommendation: Watch Boiler MACT

Conclusion: Competitive Innovation
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