consumers. there's a list of conditions placed on the new company. consumers are still concerned about higher cable prices and fees for content that used to be free. but what about the other side? what about investing in this new company or other stocks in the media sector? diane jaffe is group managing director a firm that manages for investment funds and big investors, your company's two media holdings are comcast and cbs. full disclosure is time warner, the parent company of this network. let's start with comcast. they're in the news, this deal with nbc, the takeover really of nbc universal. do you like the deal? and do you think investors can benefit from it? >> we do like this deal. comcast is transforming itself from a cable distribution company into a full diversified media company. now with content and distribution. >> how does that make a merged company, let's say, more valuable than those stand-alone