"ram being ram" was never meant to be patronizing (I do see that you say unintentional), it's more-so that to SOME extent we expect strange things out of them. But, this is beyond FUBAR. They've admitted there's a problem, won't tell us what it is, and have yet to fix it. There was a time where it seemed promising, like someone had fixed SOMEthing, and now we're right back upside down. The only solace here is that they are significantly increasing the pace - we can hope that maintains post-xmas, and that it will all be solved at least by them ALL getting built. Working on some reports should have some more macro data on deliveries/etc later today or this weekend.