Look, the analysis is not meant to predict. It is just a way to imply the "base case" from what we know. Anything else ranges from guesses to speculation. My guess is indeed on the lower end of the range of improvement.... Whether or not it turns out better, or worse, we shall see in 9 days. And because I think the 4C will disappoint (my guess/speculation), I also think that some announcement is very likely. Announcement can range from total BS to actual deals. Given the urgency, they are likely to accelerate the execution of any deals being worked on. Can't wait...
It's just the beginning for Spenda!, page-10358
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