IŽm in Europe but did not get up early enough and missed a bit of the beginning. Internet connection was slow on my end and spent the 45 minutes nodding off or fighting to keep awake.
I have to give RD credit for coming on FT after all the abuse he has taken.
IŽll have to go through the transcripts so to catch what I missed.
As far as additional changes to the program this year, IŽll go through the transcripts, but what I saw...I would have to say that what we see now is what weŽll get until capital expenditures with AC IT expands.
Cheers