Then what did you see that made you say, no, that's not it?

Well, morning after Katrina, gasoline prices went to from $1.75 by May to $3.50 a gallon.

And they said this was going to be for three months.

And I said, hmm.

Sounds a little strange.

Shouldn't some of the repairs happen in a week or two weeks and some in a month, some in two months? Not all of our 19% of the production that went down, not all of that had the identical damage and everybody come online when they blow the whistle.

Didn't make any sense to me.

So, the snowballs started coming down the mountain.