I think it's a trend. Problem is, you can't quantify it.

All in all, we find the restructuring removes several overhangs on the stock, namely TWE-related complexities and lack of AOL carriage, on terms favorable to the company.

The AOL business has been in terrible shape the last year and a half,

We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.

Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.

If Case and Parsons sold stock knowing there was bad news coming out of the company, that would be ugly.