It's not clear that they couldn't do it. The three possibilities are: 1) They couldn't do it. 2) Their margins would be thinner. 3) Their competito

It's not clear that they couldn't do it. The three possibilities are: 1) They couldn't do it. 2) Their margins would be thinner. 3) Their competitors are cheating, and emissions controls reduce performance, so everyone would buy the cheating competitor. Also, everyone has dirt on everyone else. This will be a big story all of the three cases.