53 ordspråk av Craig Moffett

Craig Moffett

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All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.

Any young company is going to struggle to find the right balance between growing and conserving money. But if a new subscriber is going to eventually pay more than XM spends to sign them up, then the company is doing shareholders a favor by growing as fast as they can.

As always with Cablevision, their motives are inscrutable,

AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.

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.

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.

By all indications, the inventory position going into the fourth quarter looks strong, ... Having (previously) announced third-quarter subscribers ... there aren't a lot of surprises (in the report).

Cablevision is now definitely taking back share from satellite TV.

Clearly, private equity investors see that that the glass if half-full here.

Despite the best efforts of the F.C.C. to create competition, after the bubble burst, there weren't any competitive alternative to the Bells. Now that the cable operators are able to offer voice service to complement their high-speed data, commercial services are a cherry waiting to be picked.

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

Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.

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

I don?t think it?s a transformational product,

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.

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