My opinion: there are going to be many people who are very surprised by what they hear in the conference call today. The surprise will mainly be in how drastically Gerry is changing the direction of the company and in how large the scale of this company will be in the mid-term (2 years). I think some investors may be spooked as the new direction does not align with what these investors' ideas of what the company is/has been. Rest assured, though, that Gerry's plan is massive in scale, larger than what these investors have imagined. Gerry is aiming for the top of the market, and we're not getting there the way many people think. There may even be a brief (few month) but significant dip in PPS due to the surprise.

My $.02

I am so excited for the CC! Lock and load, boys.