00:00I think the Elsons are going to have a review, merging two studios together.
00:05So they're not totally, it's a cleaner path, and theoretically you could sell one of the studios.
00:10And, I mean, the studios, when you look at their role in the landscape, it's like a little dust bag.
00:17See, that's what they're going to argue.
00:19That is not where stuff is going, studios.
00:23Stuff is going streaming.
00:24And, I mean, the winner in all of this is David Zasloff.
00:28100%.
00:29He's keeping his job now.
00:31I mean, no matter what happens, he's winning.
00:33No, but he's keeping his job.
00:34If Netflix, if they take that, he's going to, think about it, it's going to take years for that deal to be reviewed.
00:39He's going to be in there as long as that, that could be three plus years.
00:42I think he wants to just.
00:45He took the stock from under $10.
00:48$7.50 was the low of the year.
00:51Potentially $30.
00:53$34.
00:54Well, I think, listen.
00:56We'll see.
00:56I mean, that's pretty impressive.
00:57I think Ellison's going to step up to the plate.
01:00I think he's going to pay $34, $35.
01:04If Ellison blows him away at $35 or $34, game over.
