There were some short rumors going around that they might miss the quarter. It's a short squeeze.

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Across a lot of their lines, they're executing better. They've been able to cut a lot of fat.

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We believe this represents a fundamental shift for the company and, at a minimum, indicates management is serious about considering all options for profitable growth.

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I would put little credibility in it. It would be expensive and the cultural differences are pretty big.

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