With TMHU and Raymonds restructuring, I believe Toyota will be in decent shape given the fact they will "share" the class 1 thru class 3 market as one entity through national dealerships. This actually helps my company, as Raymond makes a much more desirable Class 2 product compared to Toyota. This also puts TMHU in a better position to chew away at Crowns market share at least in North America. I believe you are right in the dealing direct thing, and the after effect will be less and less independants and more national dealerships combining to strengthen their territories.