Why are you so conviced that selling MSHI is the right thing to do? How do you know they have not started already? What if MSHI turns into company worth holding? I dont know either but I know enough to know I dont understand the full story.
As for GE, I haven't a clue whats going on with that or some of the other partnerships they had in the works. I would guess the conference call is attempt to communicate their current and future strategy and prospects with the investing public so there is no point in wondering whats going on, we will know soon enough.
So in your view you dont think anything good will come out of the CC?