Merriman Curhan Ford put out a research note on Friday with a Scenario Analysis.  Maybe I was the only one that found it interesting.

Disclosure:  Long ZAGG and I’m an Advisor to ZAGG
http://iancassel.com/disclaimer/

I will be leaving Monday for the shareholders meeting.  The proxy that was filed a week or two ago had too many errors to count, as well as raised issues such as compensation and the structure of commitees.  There was a meeting that took place Friday AM with some of the largest shareholders of the [...]