I am not as familiar as some with Apache, and what all they do, beyond knowing that they have a very good rep among chip-nuts. My first impression of this post was that it was an effort to secure product to fill out future orders, which makes sense. But, would it not ALSO make sense for Apache to attempt to secure as large a supply of a dwindling resource (Paulson home chips) as possible to maximize profit on that resource?
This is by no means a criticism, it's just I find the notion of folks like us, knowing that (home market) Paulsons will be in ever shorter supply, being willing to sell them at this point.
Not saying there will be a "run" on Home Market Paulson's, but I'm not saying there won't be either.
Again, this is by no means meant to be a shot at Apache, I am truly just puzzled by the thinking.