Well I think recent history isn't on your side there scanspeak. The year end ramp took CDU all the way from 1.30 to 1.91 - within 3 weeks we were back at 1.30, and then suspended again for months a few days after that. The same things happened around the EHM trial and the fabled DSO shipment.
But of course you would expect something different to happen this time, after all, when your DSO tipping comp finished with no shipment, you just started a new one! How long ago was that? How much has been shipped since?
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