here to discuss, a partner in -- and senior portfolio manager at skye bridge. guess it was not that big a surprise charter would make a bid for time warner cable. made anbecause they offer before. guest: the price it sure was nice. they stuck through the tough times in late september and october. doj and thehen the sec deep-sixed to be comcast acquisition there were fears that time warner would selloff significantly, but it improved its operating performance. and of course, also of interest is what caused the higher bid. if you bet on it, you are very, very happy. if not, you're not us enthusiastic. so, what happens with comcast? they have the firepower in they want to do more. t-mobile, cablevision. you saw there stock rally just on the news that other consolidation was taking place. if you held a gun to most people's heads, they would say sprint, t-mobile. scarlet: wouldn't that bring in problems with the fcc again and regulators? guest: the issue with time comcast was the massive overlap of the wireless industry. when you look at a matchup of wireless intern