"Face value you are 100% right.. but 150,000 provis ballot, 93,000 undervotes"
You're right. It is simply insane to assume all 93,000 spoiled ballots will go to Kerry. First of all, some of them are undervotes because some people chose not to vote for president. Second, some of them are overvotes, and, unless Ohio has some very strange laws, overvotes do not count.