Two positions have opened, and which one you are in depends on your brand. If you are shopping a make whose allocation is already spent, the surge has passed, and you may be negotiating into softer conditions than a buyer found two weeks ago. If you are waiting on a September brand, you are standing at the front of the same wave, with the discount certain and the transaction price not. Neither is a reason to rush or to wait. It is a reason to know which side of a brand's funding cycle you are on before you walk in, because that fact is not printed anywhere on the vehicle.