Yes, that's absolutely correct. There's the problem of other modes having faster write-downs and better capital cost allowances than we have, and also the problem that I mentioned for our own suppliers of there being a tendency to choose U.S. leasing companies and U.S. suppliers because of the lower capital cost allowance to the U.S. leasing companies. But the competition with the other modes is an important aspect of it too.
On October 5th, 2006. See this statement in context.