Analysis on Time Warner's Acquisition of AOL

The speaker speculates that Time Warner's acquisition of AOL may be driven by the need to own distribution channels for their content, particularly because they may have missed out on internet distribution. They suggest that Time Warner may view AOL's dial-up customer base as an opportunity to reach more homes and deliver their content. Additionally, the speaker mentions that media observers and principles involved have differing insights on the acquisition, with some expressing skepticism and others being more candid about the deal.