I would put little credibility in it. It would be expensive and the cultural differences are pretty big.

Across a lot of their lines, they're executing better. They've been able to cut a lot of fat.

I would say no company has a lot of visibility past a couple of quarters – all you can have is a framework. No question that going out a couple of years is really hard to do, and the level of certainty you can predict two years from now is lower than even what you can predict in the current quarter.

We believe this represents a fundamental shift for the company and, at a minimum, indicates management is serious about considering all options for profitable growth.

There were some short rumors going around that they might miss the quarter. It's a short squeeze.

I would say no company has a lot of visibility past a couple of quarters – all you can have is a framework. No question that going out a couple of years is really hard to do, and the level of certainty you can predict two years from now is lower than even what you can predict in the current quarter.