Seeing it also in NCC though its starting at higher levels than NLASDG indicated. Seems to be starting at prices between $1 and $2M. It might be happening above that also but I just dont watch that market as closely.
Its pretty much happening as we expected it would. The difference between this and the lower end is the volume is much smaller so even if the failure rate is fairly high, I dont know how much volume there is up there to push down on the mid-tier significantly.
