good stuff, good analysis, working together, love it. wolf - you have so much facts but rarely do you post an opinion of these facts. numbers dont matter so much at this stage. What matters is if Pohl can make this all come together as he describes. That is the PTSC vision. Sufficient revenues to acheive transformation. But it sure would help us all love one another again if J3 settled along with ARM. Share buyback was very disappointing but we still need to trust they know what they are doing or bail. If you cant trust the management, no matter what company you are thinking of investing in, you need to get out. That's why I was so hung up on Pohl's integrity. Thanks to many who attended SHM to share thoughts on that.