Some excitement is warranted, but the question is, how much? Either the stock is correct in that the recovery and earnings are going to be faster than analysts like me have predicted, or we're going to see the stock grind lower to a more sensible level in the next few months.

Douglas M. Arthur

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The Boston Globe is just struggling mightily. It's a function of the Boston economy; it's a function of the mergers of advertisers like Bank of America and Fleet.

— Douglas M. Arthur

The New York Times, despite having a pretty good strategy with regard to both print and online, has probably had some of the most sluggish ad revenue growth in the newspaper industry and at the same time has incurred more cost increases than its peers.

— Douglas M. Arthur

New YorkPretty

Some excitement is warranted, but the question is, how much? Either the stock is correct in that the recovery and earnings are going to be faster than analysts like me have predicted, or we're going to see the stock grind lower to a more sensible level in the next few months.

— Douglas Arthur

From a conceptual point of view it makes sense, given that the companies have worked together in the past. Dean seems to like big competitive metro markets. Gannett has an aversion to those, so it might make sense for the two to combine.

— Douglas Arthur

We still believe the outlook is very bright.

— Douglas Arthur