14 ordspråk av Fred Moran

Fred Moran

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The write-downs are more of a reflection of what's happened in the past rather than an indicator of the future. The value of television and radio stations have clearly declined in the last three to four years as those media compete with other forms of advertising, namely the Internet.

Radio is the real wild card. It remains to be seen how CBS performs without Howard Stern.

This officially recognizes what the market has already stated: Traditional broadcasting assets are worth less than they were a few years ago.

Outdoor represents the only area of established media that is still seeing strong growth.

[But that might not satisfy Wall Street, said Fred Moran, analyst with Stanford Financial Group.] They certainly are innovative and cutting edge, ... (But) it's not enough to drive the stock in the near term.

AOL Time Warner will be valued like a traditional media company with superior growth prospects,

The AOL division actually came in worse than expected.

The cut can't hurt, but it's marginal as far as its impact.

I think the XP issue is a rather small event in the big-picture rivalry between AOL and Microsoft,

We're seeing an influx of competition on national level with various players partnering together, ... Now we have a number of fully national partnerships competing head to head.

Nextel is focused on the emerging market where wireless penetration is minute and growth potential is still ahead,

The wireless telecom sector is facing a difficult transition right now, ... The competitive advantages of a year ago have become less meaningful.

We're seeing an influx of competition on national level with various players partnering together. Now we have a number of fully national partnerships competing head to head.

Nextel is focused on the emerging market where wireless penetration is minute and growth potential is still ahead.

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