Horrible change as far as lancer cav goes, the time window between getting hit and hitting was always very small, this means charging aware infantry has become almost prohibitively dangerous, even lone isolated ones. 2h inf? The arabian horse is made out of glass and one good 2h thrust means death, which you could avoid by stabbing them first. This is no longer the case. The effect on cav vs cav fighting has already been mentioned by a few others, and I'd tend to agree with most of it.