Nope, no breather. Just hitting stride. Benzinga piece has VOD already turning down the 100B non-offer. Pretty much all the analysts calling for 130B. Einhorn's thesis says 100B value in VODs operations outside VZ 45% stake. 230B market cap value (or +$46/share) when trading just over 150B. Verizon would be wise to get AT&T to partner for a full takeover with an offer at $40-$42.Think VOD shareholders would happily walk with such a premium.