the result should be sustained/accelerating growth in advertising revenues. |
The strength of the AOL cash flow and billed subscribers were better than investors were expecting and an increase in full-year guidance is clearly a good sign. |
The wild card is film, |
There are a lot of moving pieces right now. I think all of them bode well for Time Warner shares in the near term. |
They reached a mutually acceptable agreement. |
They're going after Web properties that mirror the demographic of the viewer of 'The OC' ... (following) the activities of what those same consumers do online, ... buy. |
Trying to assess the earnings impact of a deal is tough since having no visibility makes it difficult to forecast. The investor base has no idea what the 2007, 2008 and 2009 original movies will be like. |
We believe the Labor Day weekend is a significant weekend for local resident attendance, ... We believe the net impact of Charley and Frances implies that attendance will likely be down in Disney's fiscal fourth quarter. |
We continue to believe content is becoming more and more valuable as distribution outlets proliferate. |
We were impressed with the extent of margin improvement given flat adjusted revenues. |
Whether you see it next week or the next couple of months, it's important that they do it. |