I could be wrong but you might actually want to pay attention to what JN writes for one simple reason. He's the only ANALyst covering AMBS. You can bet your rat's ass that Gerald understands that and has a special place for JN when it comes to being kind with info. Gerald knows that JN can be of great importance or great detriment to AMBS. As such, GC, imho, is very cooperative with JN. JN isn't just going to pull things out of his own ass if he didn't think it was something that possible.