I just realized something. In my last post I spoke of short activity still being here in this stock. Then I realized the information that Bloomberg put out yesterday that spoke of all the short activity that was going on in this stock was dated 15 Oct. That was 4 days before the quarterly earnings report. The shorts on the 15th were still hoping for an EPS miss.
Maybe what we are seeing now is the shorts leaving. (for someone to short the stock someone still has to own it).
I did read it carefully, however the way it came across to me was that he wants to get into more small acquisition type purchases, (such as asthmatx) that have high growth potential. he clearly stated that "This is not a fire sale" I take that to mean the divisions that he is willing to sell he will wait for the right price and if the right price doesn't come no sale.
It didn't come across to me as the possibility of selling everything (the whole company in parts or as a whole) even exists.
I also got the same impression from the quarterly conference call transcript. If anything I think he is trying to disspell the rumor of any buy-out in the works.