I bet it’s more. Companies that size don’t make announcements like that for quite a few reasons.

That is assuming that number is an accurate one though, how much of it is blowing smoke.  

They’ll have to be very careful about increasing their profit margins too much. Passing on a $500M additional expense will be tough enough.

Nor am I - just putting some context into the possible situation.....but what all falls under cusma agreement that is still in play for short period longer. Anyways, I am sure more smoke than needed, but a great reason or excuse to increase their margins......

Exactly, roughly an additional $500M in additional expense. Consumers always pay for it.