We're only in the second or third inning of this as a growth company. It's almost as if you're not paying for this Internet growth option.

ABC is moving from the pay-per-episode model to the free episode model.

Liberty was the big winner today.

He's not getting the kind of diversification he thinks because they're all in large company growth, ... If he held small company funds or value funds or foreign, he'd have wider diversification, and far lower risk.

The only company which is a clear growth vehicle in our view is Schering-Plough.

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.