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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Monday–September 21

Supply Chain: Fiber Demand Skyrockets in Age of COVID

Broadband and cable operator are running into supply chain problems as they embark on construction—particularly for fiber.

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