barge, the point is simply to suggest a reasonable path through Q2, through a revsplit, all in the absence of a BigNewDeal or a PP. the preponderance of notions seems to suggest that either a BigNewDeal or a PP is a given to get through Q2, and I think Q2 will end with neither.
Now, on the issue of you citing my notions as being sober, I am certain plenty will differ with you. They will be in error, but they will differ.
The above content is my opinion.