thx. The auto parts supply chain is definitely disrupted. That does not overturn the auto replacement cycle or the macro auto production trend, but it does defer it. How long it does is anyone's guess. Market does not like uncertainty (see F and GM stock today), and 2011 now appears to be a "transition year". Helix in 2012 was where the fun was going to start anyway, so if you were going to have a trend hiccup, I suppose this is the best time for it. Funny, the only thing that could slow down the auto cycle was a nuclear meltdown, and it basically happened.