@kpak82 I'm leaning toward a beat on deliveries, but margins are the real wildcard here.
My read on the group rotation for now → https://t.co/w2QrmybKlI
@financialjuice Totally agree—standards shouldn't depend on where the model comes from.
My read-through of the near-term picture midday → https://t.co/rD9UMvKas5