Well I would argue it's the opposite, simply because the earlier we are in the epoch the sensitive the change is, 10% has more likely to fall than to go up, this is where the expected lower value of 2.5% comes from, but anyway, we are still very, very early, let's wait for a couple of days before judging this epoch, we know this month will be the first month of s19 series and some M30/31 gears, but it's still the 11th, not sure if some batches are delivered and going online, I'll check with some of the folks who are expecting gears this month to see where things stand.