Subject: Re: Today is the day
They said that after the costs of the layoffs are absorbed they should be roughly
breaking even in today's macro environment, and they have a robust balance sheet.

After reviewing yesterday's results and listening to the call, I'm less convinced about
both these things. I need to update my model to see if it tells me anything more. If I
get off my butt and do so, I'll plan to share.

Ears <long UPST>