I like your analogy to blackjack Derbenski. But you also have to know that in blackjack you do know what cards have been dealt already and the other cards showing on the table. This helps you decide what your odds are and whether you should hit or stay. I happen to like the cards that have been dealt with WRNW and like my chances of hitting a jackpot!
Your analogy supports your view, but I do not agree.
From my viewpoint, to use your analogy, if we were not seeing any dealer's cards, we are now. They told us exactly what their intensions are.
I will take a company that changes according to circumstances, and doesn't hide the fact, over a company that keeps a steady path just because it is the path, any day.
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