Liberty Media Interactive (LINTA)
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LINTA Forum Topics
- All Comments on LINTA
- General Discussion on LINTA
- Sony Parts with Set Top Boxes [view article]
- Wall Street Breakfast: Must-Know News [view article]
- 20 Winners During a Painful Week [view article]
- Betting on Liberty’s Malone and Maffei [view article]
- Companies With The Most Analyst Attention & Affection [view article]
Recent LINTA Articles
- Ten Thriving Colorado Stocks
- Abu Dhabi Investor to Pressure GE's NBC Universal
- Sony Parts with Set Top Boxes
- Wall Street Breakfast: Must-Know News
- 20 Winners During a Painful Week
- Bear Analyst Feels Good About DirecTV and TiVo Renewed Relationship
- Will Liberty Really Push Diller Out At IACI?
- Betting on Liberty’s Malone and Maffei
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John's Bethel's Portfolio: Up 44.96% Through 2Q07
on Jul 02, 2007| by
- IAC/Interactive: Sale Of Home Shopping Network To Liberty Seen Possible
- Full List of Articles »
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BRidge
Sony Parts with Set Top Boxes [view article]
I think the idea of incorporating the STB into the TV could be pretty dumb. It could be pretty cool if there were no wires behind the components, but i don't see the benefit to me of the cable company gateway in my hardware. I won't buy a TV which includes a built in DVD or VCR. Why would I want to pay for the Cable company hardware, and if it fails, I may have to fix it, no thank you i want the box separate from MY TV. If the Cable company is getting paid for providing the signal, then i don't want to interfere with that delivery through their device. The next shoe will be the signal is okay when it enters your house, do you want our technician to trouble shoot the wires in your house. Guess who will pay for that service. I want the CC Box, and i want them to provide the highest quality signal on their network. I would like to know if it is really 480, 780, or some transmission disquised to emulate 1080P. i want the TV to determine the quality of the signal which is ACTUALLY displayed on the device. I want to complain when 780i is advertised as 1080P by the cable company, and it looks crappy on the 42 inch LCD Display.My televisions are expected to last at least ten years, i replace my STB from the cable company every 18 months. IF THEIR EQUIPMENT DOES NOT WORK, I WANT THE TRUCK ROLL, I PAY A LOT, AND CANDIDLY RECEIVE VERY LITTLE VALUE FOR THE PRICE.
The current techs have to check the signal in the street, then the signal to the house, and finally the signal between the STB and the head-end. The techs on the trucks will be challenged if they need to trouble shoot customers TV's in addition to the current signal levels. Tru2way will be called screw2way or No2way requested or some expletive deleted reference.
If you tell me the cable company is going to upgrade the software in my television, you can f*&% off MATE. I don't want the cable guy in my house, and i CERTAINLY don't want to give the cable company access to MY TELEVISION. I will cling to my cable box or switch to AT&T or FIOS. i could easily conclude THE PROGRAMMING FROM THE BROADCAST COMPANIES IS NOT WORTH PAYING FOR THE CABLE CONNECTION, MAYBE I WILL BUY AN ANTENNA AND A BLUE-RAY DVD.
The current programming is ALREADY PATHETIC.
The cable company is challenged when they need to trouble shoot their own equipment which they own and install. If they think that putting advanced 2 way functionality into devices manufactured by 50 LCD and Plasma TV companies is going to be better than two ( Scientific Atlanta and Motorola) with a dedicated remote , some BEAN COUNTER has rock salt for brains.
Put the BEAN COUNTER ON THE TRUCK, let him feel the heat from an aggravated customer who is paying $150. a month , and the BEAN COUNTER will quickly realize how dis-satisfied the customer is when that BEAN COUNTER is tryng to escape because he has no idea why the signal is not displaying ESPN. Reply
Wall Street Breakfast: Must-Know News [view article]
But can Buffet (himself an inigma wrapped in a riddle) manage a partnership with secretative Mars to own and operate a chewing gum giant - successfully? Why would we believe that? Both owners have been solo acts for so long. I suspect we are seeing stage one of a larger game. I own BRK-B and I am not pleased to be in the middle of something that does not immediately make sense. But if the stock comes up in value I will feel better. ReplyWall Street Breakfast: Must-Know News [view article]
Candy and coffee are staples. No matter how bad the economy gets, a little boost from a candy bar gives a bit of a boost to a stress-filled life. ReplyWall Street Breakfast: Must-Know News [view article]
Good thing Buffet's wallet is big enough to satisfy his sweet tooth- letting him add Mars to his already well-stocked pantry of Coke, Dairy Queen and See's Candies. ReplyWall Street Breakfast: Must-Know News [view article]
Would like Eli's input on why the Mars merger would work. A la Smucker's deal? Combining like products, but not the same ones? ReplyWall Street Breakfast: Must-Know News [view article]
Correct me if I'm wrong but if oil goes to $200 it would send gas prices to $5.90 at the pump. If the dollar is allowed to gain 10% today, oil would go to $70 or $2.07 at the pump. Sounds like a thumbs up or down call on a humungus number of Americans. ReplyEditors
General Discussion on LINTA
Is this a buy or a sell? ReplyShinnick
20 Winners During a Painful Week [view article]
DKS? Why? Curious. ReplyBetting on Liberty’s Malone and Maffei [view article]
I would like to compliment Mike on this write up. This piece was well written and provides an excellent analysis on Liberty Interactive (LINTA). I've been following Malone's empire for several years and have reached similar conclusions regarding the LINTA shares. I wouldn't be surprised if the recent weakness experienced at QVC proves short-lived in which case investors are getting a real bargain at current levels. Nevertheless, as Mike points out, QVC is just one of the undervalued properties held by this overlooked tracking stock. ReplyCompanies With The Most Analyst Attention & Affection [view article]
When good stocks with a good balance sheet and incomestqtement fall, then the quality of the company and the price of theat stock are in disconnect.The flow of money seems fickle!
H. Sutcliffe Reply
Companies With The Most Analyst Attention & Affection [view article]
When analyst's change their ratings it tends to move stocks. So ideally one would measure stock performance in some window starting just after whatever analyst condition is being measured. In contrast, you give YTD statistics for stocks that are all buys but they were not all buys at the start of the year. ReplyCompanies With The Most Analyst Attention & Affection [view article]
Have you guys run anything on the other side of the list -- the companies with low to no coverage? Reply