From a strategic standpoint the merger makes a lot of sense. It's combining strong content with a whole new means of distributing that content.

Things look bleak. It's unclear when things are going to start to look better.

They will be the largest cable provider, ... They have the AT&T brand, which we think will mean a lot when trying to sell additional services to customers. That is ?a stock that we would buy today.

We're paying very close attention to what's happening with AT&T because getting distribution in the broadband area is very important.

He's held a lot of positions at the company and he's been Mr. Levin's top lieutenant for the past couple of years.

He's coming in at what I think is a very interesting time for this company because clearly in order to grow this company, broadband distribution is key.

There are opportunities to invest in these stocks even given the uncertainty because they're strong companies and they're poised to recover when things start to look better.

We're now in a situation where demand is slowing, while there's a huge increase in supply, which is still moving higher.

We're hopeful that we're going to see an increase (in advertising) by late next year, but it could be early 2003.