It could be taken as a reply to both. To karl11's comment, it could taken as a caution not to read too much in MoM sales figures. Some of (a lot of?) the variat

It could be taken as a reply to both. To karl11's comment, it could taken as a caution not to read too much in MoM sales figures. Some of (a lot of?) the variation seen could just be seasonal variation, or even insignificant noise.