Yup, noticed that the clinic and optioncare count is shrinking and the only growth seems to be in store count. If this is the healthcare scenario for the future as Walgreens has preached it's outcome seems to be heading in the same direction as so many other company initiatives.
IMHO, the guidance from ESRX clearly predicted a 95% retention of the Walgreens-served business, come January 1st. This appears to affirm the apprehensive stance originally put forth by Barclays as a potentially negative outcome for WAG S/P. Sorry, but most of the earlier discussion on this board was deleted(?) that commented on this issue.
I think, if I needed to borrow $14 billion to make an acquisition, I too would offer up an optimistic evaluation of my future revenues. There is plenty of time to re-evaluate when the deal has been determined one way or the other.