I'm gonna take a wild guess and say that they're going to keep going on that guy, possibly with a bit of delay. Running joke over here is that Fremont is basically TableauVille. Or they're to Fremont as Microsoft is to Redmond. Hell, rumor has it that new buildings are being built in Fremont just for their damn expansion right now (take a wild guess if you're in the neighborhood which ones--it's not hard, just look for glass). I doubt even a big dip in share price is gonna quash their thirst for real estate for very long.