Let's agree to check back here during the rest of 2016.
Agreed.
First, Thanks to all for moving the discussion over here.
Second, we do not have enough facts to make any position the 'right' one. I tend to agree with 'VG' because of all the research he has done in compiling numbers/wait times and having a wealth of EM quotes at his fingertips to support that demand is not an issue.
We will have more data points soon about Q2 deliveries and an ER/CC where if guidance is to be changed it most likely will be.