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Sitting pat.. I had expected the #s decline in Macau of course, the div cut was a bit of a shock. This one is a Cotai play for me anyway, so we won't see that until next year.

I'm down $10/sh here so not close to 'ruthless sell mode' yet.

If Cotai gets delayed, I would have a serious rethink, and likely sell.


Also, we may get the usual spc dvd at year-end. [or not].

LVS I think I'm up like 2% so no big deal there. And they had upped their div 30% last Q, so one might infer they won't cut it real soon.

So combined down like...5%?


Naj
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