well that takes care of the gap-not-named-a-pastry that the confluence of declining Dell, timing of anything else, and having exhausted reasonably available cost-cutting presented.
I was hoping for this more than a later in the year ATM calculation and Q-report figure out how the treasury is doing.
I remember a previous gap-named-a-pastry (that was actually a cliff) and thought surely a PP would occur from a position of relative strength regardless of whether mgmnt was hopeful of big deals ... but no.
This time they looked appreciated the comparative strength, took their medicine, and hopefully can move on.
It is as if current mgmnt included that which is into their calculations.
The above content is my opinion.