When the employee discount plans are removed there will be a lull. Things tend to even out. September might be an interesting month to look at.
Things tend to normalize, and we've got another month behind us now.
The level of offers out there today are very similar to the offers out there in October of last year, post 9/11. Last year it generated the best month in industry history. That same level of program will not come close to generating the same volumes this October.
Last May was a huge SUV month -- the sixth best ever for Ford,
I think the next couple months will be pretty choppy. It will probably be November before we can think about trend sales rates again.
January is easily the slowest selling month of the year. We don't want the inventory situation to get ahead of us.
There is a lag factor. A year ago, even six months ago, we were sitting here wondering when consumers would sense that interest rates were going up. I don't think this significantly affects the first quarter.