Chris, there's another way of looking at this. BMC is not a stupid person. I'm going to go out on a limb here with an analogy.
Brian is an accomplished distance runner - in distance running, particularly in marathoning, there's a strong school of thought towards a concept called "negative splits". That is, running the second half of the race faster than the first half.
Brian hasn't even been at the helm of ANX a year yet. He knows his best chance to lay the foundation for future success is to make those moves Now.
I got into ANX as a trade and expected to be here no more than 3 -6 months. It hasn't turned out that way. I'm now a big believer in this as a longer term story. 1-3 years. That may be longer than any of you care to let your money sit, or you may chose to trade in and out of ANX. But I firmly believe it will be a $29 stock by 2014.