So we're on a level playing field when it comes to intuition, and I'll give you mine. JP's style is not that of one who is economical with the truth. He gives long, discursive answers to the questions put to him on CCs. Excessive candor is a more likely sin to charge against him. He transparently loves his products, lives and breathes the data and implicns for corp strategy. For that economical with the truth style, listen to Mitch Gold on a CC. When did he know about the mfg problems and when did the rest of us learn, etc.?