tom freston and shane smith. >> so let's discuss. >> excellent timing.the crazy press conference today. interesting to me i look at something like a disney, i'm afraid for a disney because we talked about espn for a long time. now disney has rebounded. probably 90 to 107. but of a frac i'm afraid of the changing land escape. >> they have embraced the multiplatform. yes, some of the numbers are down. and i think the political season was really something that was very telling in terms of espn. i think those newspapers do come back. but that is priced in. i think when you look at the rest of model respectpers do co back. but that is priced in. i think when you look at the rest of model respect respect, that? the right direction. >> to me viacom, they have had a turnaround, they have given some revisions to the numbers. and if anyone has tie to the millennialses it is probably these guys. but we forget viacom is the place to go because it's valuation on a turn. >> you know what shanoe whknown about the could you ntry divide. can't be great in terms of the de