Fall in SPIMHO...the fall in SP is the market factoring in the Qtr ending in December. Most likely another dismal Qtr ending in December. I know the earnings report is due out in February but the smart money on the street has a pretty good idea if Quarterly earnings will meet expections. In this case coupled with shake up in management does not look good for earnings. Same thing happened the Qtr before.
I think the Jan-March earnings are critical. I'm hanging around until May. If this Qtr Jan-March is another below expectation Qtr then the company is just rearranging the Deck Chairs on the Titantic. I do not pretend to be an expert JMHO.