Mr. Tom O'Connell:

Yes, well that's where the puzzle arises because just as the IMF ... if you look at the detailed ... the annex, annex 1, where the technocrats would be doing this sophisticated exercise. I mean, the overall assessment, maybe in both the OECD and the IMF, tended to differ from what the technical analysis projected and in fact you could ... that can only be explained, I suppose, in terms of the people who are doing the overall assessment reckoned that "Oh, this is a special, technical exercise, you know, it's a little bit ... okay, we can't be sure about it. It's interesting, but it doesn't carry over to the main message."