Oracle kind of has the backbone to be in the hosted business, but it isn't, while Siebel already is.

The newspaper business has been in contraction for at least three years. Every facet of their business has moved away from them.

There is downward pressure on ad revenue. Nobody sees that turning around. Radio companies are just not coming to terms with that.

The market is presenting the opportunity to them, and they should take advantage of it. Feed the ducks when they're quacking - sell when they want to buy.

It's worth $80 to $100 a share, based on their economic earnings power.

Back in the day, there was only U.S. Steel. Now, everything is game -- nothing is out of reach.