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You just have to be opportunistic, and try to figure out what creates value.. where the bottom is, what creates incremental value, and in what combinations.
Recently somebody said, "Hey, you lost weight," and I said, "Yeah, thirty-five pounds and three and a half billion dollars." So I'm quite a bit lighter and more flexible than I was.
The fact that equities are being sold down, despite the lowest interest rates in recent history, simply means that the market doesn't see growth ahead for -very many businesses.
The curse of the cable industry over all these years as an operating reality is that every year the debt goes up (and) all the money generated gets reinvested, and then some.