Crisis, you need to realise that all specs are driven by a multitude of factors, the main ones bieng announcements, speculation, fear, and gread.
If you try to be driven more by facts and announcements you will realise that the best option is not to try and second guess what everyone is doing, but be secure in the reasons you bought into it. At the moment its a tussle of a few of the above.
My advice is to just wait and let PJ do the talking there is enough already out there to work out whats in the pipeline...
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