Ams.
Analysts don't suddenly come up with a recommendation to boot the COB, without some basis for doing so.
Carpenter must have been thinking this for a long time.
This is something you rarely see in analyst coverage. In fact, I've never seen it before.
But, if the board decides to replace Harry, at least we (and others on Wall Street, etc.) won't be surprised, like we were with Howard and Rip Cord.