If you are waiting for the DVD to go away, I hope you plan on being short at least 3 years, if not more. You don't strike me as the long term trading type. You say the higher guidance is baked in? How do you figure that? They raised 2012 guidance to $4.8 a share on the high end. Based on a $66 share price, that's a P/E ratio of less than 14. The only way you can see the higher guidance baked in is if you think they are going to be wrong. If that's your logic, you and Jim are going to learn an expensive lesson about how some executives actually earn their bonuses.