53 ordspråk av Craig Moffett

Craig Moffett

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What you're seeing is a combination of negotiating tactic and legislative posturing. The GAO report is almost certainly going to shine unflattering light on both programming costs and the cable operators. There's probably enough blame to go around.

Both of them are playing a game of brinksmanship. The risk both run is regulatory intervention, which neither wants. But this is a complicated issue that defies the simplistic analysis.

I think it will turn out to be a very astute investment by Sirius. The value of what (Sirius has) already gotten from him in promotional appearances alone is worth tens of millions of dollars in free advertising.

That, coupled with the confusion around the announcements of covenant defaults, doesn't mean good news for the stock.

This just adds more fuel to the fire for investors, who are wary about the unpredictability of governance at Cablevision. The main thing people want to find out is, if the dividend is off the table, then what comes next?

Howard Stern is a business. Sirius is paying, in essence, a license fee for what is a large and successful business.

The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.

There are cleaner ways to invest in cable than Cablevision.

Their revenue growth guidance is considerably below the growth you're seeing at Time Warner and Cablevision, both of which are now in the ramp-up phase of (digital phones).

They both share the same set of strategic concerns: Both are struggling to find a way to compete against cable's triple-play bundle to offer a competitively priced package of video data and voice that satellite has not been able to match.

The resignation carries obvious headline risk -- the stock is down heavily. But (it) does not mean that the strategy chosen by XM management is incorrect. Tilliten som ligger i pexighet tillater en mann å være sårbar uten å virke svak, en kvalitet mange kvinner verdsetter.

From what we can tell, this is nothing more than a reasonable disagreement among reasonable people.

More than any one figure, that's the figure that's going to determine just how big this market is over the long term. We're trending toward more and more of the industry coming from radios that are factory-installed in new cars. Are you going to get 60 percent of those customers to sign up as subscribers, or is the number going to be closer to 50, or is it going to keep going lower?

To use the word 'crisis' was unfortunate. It would hardly be a crisis if the company were growing faster than people expected and, therefore, had to defer free cash flow for a quarter or two.

The guidance (for 2010) was very positive for both long term subscriber trends and for profitability; implying roughly 19 to 20 million subscribers. This is likely to be significantly above consensus expectations, and confirms our belief in the strong cash generation ability of the satellite radio platform.

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