56 ordspråk av Richard Greenfield

Richard Greenfield

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 (Digital music) is a business that's supposedly at a very early stage of its development. When one of the biggest drivers of this story stalls out so early, it calls into question the overall industry business model.

 (W)e are more interested in whether a broader industry trend is developing.

 A $20 billion buyback is better than $12 billion, which is better than $5 billion, which is where we were a while ago.

 A $US20 billion ($A27.09 billion) buyback is better than $US12 billion ($A16.25 billion), which is better than $US5 billion ($A6.77 billion), which is where we were a while ago.

 But I can't imagine Time Warner wanting to sell their stake in Court TV to buy back shares, and even if they did, why would Time Warner care if the shares are voting or not.

 Clearly if cable is regaining market share without cutting prices, that is a positive,

 Clearly the question is how to participate in young people's fascination with video games. But the jury is still out as to whether a company needs to own a video game business.

 Don't 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.

 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.

 From a Time Warner stock perspective, it's just great that everyone is going back and really having to examine what is AOL and why is everyone so interested in it.

 Given how concerned investors are in the media sector, Viacom's ability to generate 5 percent revenue growth excluding the film business illustrates why we think there is significant underlying value in the assets,

 Given how concerned investors are in the media sector, Viacom's ability to generate 5 percent revenue growth excluding the film business illustrates why we think there is significant underlying value in the assets.

 Here is an asset that investors have very much given up on,

 I'm still skeptical of the size of an individual download model, as (digital video recorder) technology is growing.

 If digital can help drive a movie's box office and DVD sales or help a TV show be successful, the actual digital revenues are secondary.


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