Hi WG - I am worry too, but fwiw, this is not "news". This is really "rumor." Is there any truth to it? I don't know. If it is true, I think NT will suffer more. If it is not, I think the doubters will start looking for excuses. I hope Mr Roth and Mr Dunn don't disappoint the Street, but they can turn it around by not giving the street an excuse. My guess is that the street will hit NT, if she makes her quota, by saying the numbers are backend loaded. However, I hope not.
Again, this is rumor, not news. I give as little credance to it as NOK buying LU!
Incidentally, a colleague of mine said about another rumor about NT buying LU. A total brainless rumor, if you ask me <g>!
best, Bosco |