Got too sunny (and warm) in Southern CA yesterday and, believe it or not, heard on the radio: (1) Comcast SHOULD buy Disney ("younger, better management"); (2) ESPN is the only "performing" Disney asset; (3) Mel Karmazin was assured of replacing Sumner Redstone "some day"; and (4) both Viacom and News Corp should "kick the tires" at Disney. All of that going from LAX to Hollywood. Can’t wait to hear what everyone has to say on the stage and floor today! – PSM

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