craig moffitt. moffitt nathanson. ripple effect. >> if it happens, i think ciena is the name you want to own. distributor for telephone. i don't think -- i agree with you. i don't think it's going to happen. it doesn't make sense logically. license the content, don't go out and buy that content. and think about growth somewhere else. this is a no-growth company. >> and the regulatory risk is -- >> regulatory risks are there. but i wouldn't step in here at all in at&t. >> if i were a shareholder of at&t should i be worried? >> i believe you should be worried because it's going to be a lot of it done with stock, to your point. i think the stock has gotten ahead of itself in the first place, because people were pouring into the high dividend paying out names. at&t being one of them. i do think their business is probably in decline. so if the deal gets done, yeah, i think you could see it continue to move lower in the shares. >> okay. tonight on "fast," shirs of twitter suddenly spiking today. is there a buyer who wants t