BB, unless we know what the WS ordered in advance of price hike, it is impossible to know for sure.
I estimate that WS ordered 12m more for 4th Q.
3rd Q was 55m in rev w/ 128 Benchmark Sales. If you extrapolate that to 4th Q, then 4th Q should of had rev of 65m (not 77m reported). This is where i got the 12m.
So i would expect this Q to be around 82m - 12m = 70m, but we did do a price increase, so that should up it a bit to say 75m or so.
So HD is on track with his 75m estimate imo.
We are all holding for long term, thus it really shouldn't matter. I expect us to hit 400 to 450m this year.