One thing we know for sure is that RG has said that he wants and plans to do M or A---he "put his money where his mouth is" on that one. IMHO, he will promote this big time in order to get the deals done. I hope that we can start hearing from him about his plans when th Q is announced--or at least shortly afterwards.
OT: Of interrest today--look at the news on AMD, IBM, and DELL.