can two old-timers get together and pose a real challenge to apple? barnes & noble s stock appears to be saying, yes. lots of m&a action today. energy transfer partners buys sunoco. and spain now the eighth eurozone country officially in recession as this week brings an ecb meeting, a french election and the first spanish auction since that s&p downgrade just last week. we should know as we mentioned, david faber joins us from the active/passive investor summit in new york city. david, what s the buzz so far? you know, a lot of talk, as you might imagine, about barnes & noble. in fact, a number of people from jana partners people may remember they bought a 12% position, looking pretty good when it comes to barnes & noble. don t forget, that company s stock is so closely held between riggio, birk l, jana partner, liberal media, that there s not a lot out there. it s a complex deal as you guys know. they put in the college business, one of the keys for them. and the noo