Abstract:as well as seminar participants at Free University Berlin, Southern Denmark, and Pittsburgh for helpful discussions and comments. This paper was written as part of Ferrara's PhD thesis which received valuable feedback from his advisers, seminar participants at the University of Warwick, as well as the thesis examiners Bishnupriya Gupta and Taylor Jaworski. We also thank Mike Matheis who kindly shared his manufacturing data with us.
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