It was a good quarter. There's not a lot of things to look at on the negative side.

The stock deserves to go up a bit on this news but in the absence of any economic terms, it's a big guess about how significant this is. I'm not sure if this deal is enough to justify the new stock price.

If the numbers keep trading down for a bunch of quarters, then maybe we'll get nervous.

That's an important piece.

Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.

[Three analysts interviewed Wednesday said they considered the possibility remote that Time Warner would split.] I don't see the rationale, ... And I don't see any motions out of management to suggest that they really feel the need to do this for any reason.

It's almost a must have for a football fan.

They put up good advertising sales, but had more dial-up (subscriber) losses than I was looking for.

It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.