My take is that they've underestimated the conversion rate on the uptake of the rebate program. If you look at the numbers right now, of the 800,000 audits that have been done, only 236,000 have actually taken time to do the second audit. That's the issue. I think it's going to approach closer to the 800,000.
On April 29th, 2010. See this statement in context.