My assumption is enormous free cash flow accumulation is reinvested at a high rate of return plus aggressive share buybacks.

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And the assumption in some of them is that some of that is going to flow into Google's print ads, that there is going to be some way that they're going to get additional feedback and additional advertising metrics than they already get from buying print ads.

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"The stock is oversold, and as the dust settles, the third-quarter earnings will be coming out with cash flow and revenues from Acticoat, and people will value the stock based on that, and probably on the assumption that atopic dermatitis is not going to come back, " says Wolff.

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