Yea, their explanation is ambiguous. I just use Sam's numbers to gauge the general trend. We will have to wait for 1st Q numbers to see where we are at. I just hope the middlemen didn't order too much before the end of the year to beat the 9% price increase.
Starting 2nd Q, we should really ramp up on the revenues.
I give this 50/50 shot of raising guidance 1st Q. 100% by 2nd Q if we don't get one on 1st Q.