More traffic means more advertising dollars.

People are looking for original content in many different places, as are advertisers. This takes us into a whole new ballgame.

Network news will still play an incredibly important role in this country, but the world that Peter, Tom and Dan began covering 25 years ago isn't the same world today. Technology, lifestyle and what constitutes news have all changed dramatically. I'm not saying that it is better or worse. I'm just saying that it's reality.

CNBC is a very serious-minded financial news network, and what we've seen thus far from Fox appears to be not as investment-focused or financially focused, and that's good for us.

It's a growing trend. Viewers are our customers, but so are advertisers. And advertisers want different ways to reach our viewers.

More traffic means more advertising dollars.

I've said this forever - I've always believed the Today show is more than the sum of its parts