The consensus number in this case is very hard to use as a barometer. The estimates were all over the place.

I think some of the consensus numbers are a little stale some of the estimates that go into that don't reflect the recent thinking many analysts have about Morgan Stanley.

Even though it is not completely Wagoner's fault, you just have to shake things up.

It's really not a zero-sum game where one wins and one loses. It's really everybody or nobody.

I think it's more of a one-month blip than an indication that the truck trend is starting to reverse.

But despite the pressure, I can't think of anyone who would be better than him to do this job. The issues facing the company are so long in the making. They are just rising on his watch, but they weren't created by him.