36 ordspråk av Paul Kim

Paul Kim

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When people point to national broadcast television, that is so far removed from economy. You're talking four networks in prime time with limited inventory. When you're talking spending up 10 to 15 percent there, it's almost a meaningless number for a sign of a recovery. The local number is a better indication of what are the true expectations of businesses.

Like the [U.S.] president, you can't have too many political collateral losses.

Overall pricing increases in broadcasting will be in the mid-to-high single digits, but total dollars are going to be flat,

From an analytical perspective you're thinking '2 percent sucks,' ... But it's like the pink elephant in the room. Everyone knows it's there.

The company has executed on its promises for this year, kept upping earnings growth, and done a decent job in a very tumultuous period.

To really make money you have to own the media assets (but) the Chinese are not going to let (U.S. broadcasters) own a lot of spectrum or TV stations.

If they both disappear that's huge for the division.

Investors are profit seeking and they are almost agnostic to what the company actually does.

There were less subscriber losses at AOL. They did a decent job there.

China is going to be an extremely tough nut to crack.

ESPN is where you really make the money, ... You're definitely losing money on Monday Night Football, but it's important for advertisers who can now buy spots all year round on all four major sports.

We'll be looking to see what (America Online's) ad numbers look like, what they say about subscribers, ... Most people are looking for losses of 200,000 to 300,000 subscribers.

Last year, ... everybody threw money at the upfront.

[The cacophony surrounding Eisner's fate at Disney has] pretty much quieted down, ... The [dissident] camp has completely run out of momentum.

[Looking ahead, there are concerns about what this year's duds mean for Disney's DVD pipeline.] The one area investors could count on is home entertainment and all of the DVD sales, ... But this year has been so abysmally bad, you're not going to have the same follow through in '05.

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