I would like to hear their answer to that question as well.
From our perspective, I think there are two things going on here. One is that it's just classic monopoly behaviour, which is that if you can restrict supply, you can drive up prices, and it's monopoly 101. I think we've seen it in every industry that has monopoly power. You see a lower supply than you would otherwise see, so they can keep their margins higher.
I think the other factor that's going on—