15 ordspråk av Michael Nathanson

Michael Nathanson

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[In an era when the supply of films - on DVD, video-on-demand and digital downloading - is exploding, premium pay television services have little choice but to come up with something new.] A cable network has got to invest in original programming to differentiate itself, ... And it has to be agenda-setting programming, the way 'Sex and the City' was for HBO. Showtime has to catch up. I expect acceleration in original content.

Time Warner wants a stake in the ground on AOL's valuation, given the debate swirling around Time Warner's sum of the parts valuation.

The deal will be trumpeted so much that the stock will go up.

This stock has come to expect a few-penny beat every quarter ... This was only an in-line quarter.

In the whole scheme of Clear Channel issues, this one is at the bottom of the list. For you and me, $1 million is a lot of money, but not for them.

In the short term, it's going to lead to reduction of the artists on contracts, as it moves to cut unprofitable relationships pretty aggressively, ... Some of that would have happened anyway, but this speeds it up -- you have an owner who just put a lot of cash into it and needs to get some of that cash back out.

They may not have been profitable for a big record company, but they were getting air time and music sales, ... You'll see some very known bands going to self-release of albums, many more independent companies having shelf-space at retail.

I would not underestimate their ability to market this franchise, ... I don't think it will move the needle that much at Disney, but it's a good fit for them.

There's always a place for actual tactile shopping.

We want to see real earnings and cash flow.

Those who sell 'archive' product -- as opposed to 'hit' product -- will survive better than those who don't.

No one's figured out what the pricing scheme is going to be.

Wall Street's mentality is that they don't expect much from 'Chicken Little,

Wall Street's mentality is that they don't expect much from 'Chicken Little,'

Looking at EBITDA disguises the fact that after capital expenditures, interest income and working capital, there is often little cash left over for equity shareholders,

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