“Television was substantially weaker than expected.”
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“makes sense strategically, because it gives a cable component to what investors are viewing as the boring, unexciting growth side of the post-split company.”
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“Here is an asset that investors have very much given up on,”
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“Whether you see it next week or the next couple of months, its important that they do it.”
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“(W)e are more interested in whether a broader industry trend is developing.”
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“The strength of the AOL cash flow and billed subscribers were better than investors were expecting and an increase in full-year guidance is clearly a good sign.”
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“Every media company should be thinking long and hard about whether search is just a two-horse race or if they could potentially create a third horse.”
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“Dont confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.”
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“Clearly if cable is regaining market share without cutting prices, that is a positive,”
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“Online search is an area where advertisers are moving. Big media companies need to be there. They must have a more significant presence or they risk out losing on a big growth opportunity.”
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