Sure would be nice to see a substantive announcement at this conference tomorrow. 10am EDT. We shall see. Will be followed by after-hours earnings... which in and of themselves will likely be unremarkable.
A) something must happen B) someone makes a deal based on that occurance C) someone filters through all the accounting and figures out what that deal is worth to the shareholder D) stock price refelects deal
People are freaking out about C but we need A first.