I predict CEO annoucement this week or next. Feb 1 at the latest. JMHO.
Did anyone also notice on the shareholder broadcast the CFO now mentions $2Billion in savings. $1Billion in Cap EX and $1Billion in Op Ex by 2011. Wow. I don't think the street heard that or they are in denial that it can be done. Original target was just $1Billion. That comes out to an increase of $2 per share of EPS. At even a 10x multiple, that's $20 share price potential. Ahhhh well, once can dream.