The DRAM market is quite stable now so NAND flash prices falling sharply isn't something to be too concerned about.

The market is working. The prices are falling.

If winter is colder than expected then prices could rebound quite sharply.

The Australian dollar has moved up against all other currencies quite sharply. The market has been wrong-footed by the Australian dollar, as has happened on several occasions this year. You get a few strong numbers in Australia and the market has to turn around again.

We are doing our best to prove that we aren't infringing on their patents but that they are infringing our patents. As of today, we cannot predict the outcome.

The drop in crude was a surprise and was a little supportive to prices, but the market was completely overwhelmed by the build in products. It's unusual at this time of year to see distillate fuels rise.