LOL. Still think all the CAUTIONS he gave in the last conf call mean that he did NOT see anything spectacular happening in the Xmas quarter.
Primecap is going to get a bad case of buyer's remorse. But, frankly, even better would be if they "took the stock up," on a poor earnings release, in blind faith in Rouleau. That would provide a JCP type shorting opportunity....when all those idiots thought Ron Johnson was going to single handedly "revolutionize" the company.
As it stands now, Primecap is the EXCLUSIVE reason this stock got up into the mid teens. if it weren't for them, I'm convinced we'd be at $8-9 now. (Basically, they bid AGAINST THEMSELVES for this stock, and recklessly drove it up, irrespective of the fundamentals. They will PAY for such stunning impetuosity.)