alea, seems if that optimistic scenario plays out, the timeline doesn't allow for Q2>Q1 to the point of Q1 being a bottom. I don't see any of those items as revenue items less euro/health in the next two Qs. Obviously a large item (asteroid) takes that notion out, but it seems to me Q2 is Q1 (that is flat to off with continued OEM erosion) who knows with Q3, and Q4 often seems to be when the pull and asteroid (or at least a meteor) out of the pocket.
The above content is my opinion.