EB2I movement in the September VB proves that the April inventory for EB2I is incorrect. There is no way there can a reduction in inventory in 2009 and an increase in inventory in late 2008 when EB2I dates never reached those dates. Hopefully, they release the July inventory with the EB2I inventory corrected. They did not release a July one last year.
That being said, I still think some GCs were taken out of EB3 and probably given to EB2. CO did not move the EB3I dates aggressively enough thinking that EB3ROW demand will jump up. His conservative approach towards EB3 keeps hurting the entire category. How many GCs were actually moved from EB3 to EB2, we will know next year when the annual report comes out.