Doesn't that assume that the value of the slots is directly proportional to the price of the product you sell from those slots? That seems like quite a big assu

Doesn't that assume that the value of the slots is directly proportional to the price of the product you sell from those slots? That seems like quite a big assumption. For example, I would speculate that having a product shortfall (because you sold your manufacturing capacity) is going to significantly impact your market share and thus long term profitability.