About 42 percent of the revenues are subscriptions, and only about 25 percent is ad-based, so they're more immune although not entirely, to the ad slowdown, |
About 42 percent of the revenues are subscriptions, and only about 25 percent is ad-based, so they're more immune although not entirely, to the ad slowdown. |
from a strategic standpoint the merger makes a lot of sense. It's combining strong content with a whole new means of distributing that content. |
He's coming in at what I think is a very interesting time for this company because clearly in order to grow this company, broadband distribution is key. |
He's held a lot of positions at the company and he's been Mr. Levin's top lieutenant for the past couple of years, |
If Starbucks can get food right, it gives them a whole new leg of growth. |
Now keep in mind, this network is not yet profitable for Viacom. So by shutting down the network, actually cash flow estimates will go up, |
Now keep in mind, this network is not yet profitable for Viacom. So by shutting down the network, actually cash flow estimates will go up. |
Their new products are doing well, and the company is on the right track to cut costs. They're making progress. |
There are opportunities to invest in these stocks even given the uncertainty because they're strong companies and they're poised to recover when things start to look better. |
They will be the largest cable provider, ... They have the AT&T brand, which we think will mean a lot when trying to sell additional services to customers. That is ?a stock that we would buy today. |
They've taken a step in the right direction, but we are not all the way there yet, |
Things look bleak. It's unclear when things are going to start to look better. |
Viacom walked away from the deal on Friday ... because the price just got to the point where they didn't feel it was beneficial to shareholders, |
We're hopeful that we're going to see an increase (in advertising) by late next year, but it could be early 2003. |