VIACOM INC CL A (VIA)
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VIA Forum Topics
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- General Discussion on VIA
- Media Meltdown Is Even Worse Than Markets [view article]
- Market Woes Mean Serious Ad Hits [view article]
- Are New Digital Music Payments Enough? [view article]
- Paramount Fills Its Spielberg Void with Marvel Superheroes [view article]
- Top Eight Media Stocks [view article]
- Which CEOs Have the Best and Worst Approval Ratings? [view article]
- iPhones, Videogames, and the New War for Music Royalties [view article]
- Where Is the Online Video Advertising Revenue Going? [view article]
- Media Stocks Roundup: IAC, Time Warner, Viacom, News Corp. [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Why the Online Video Business Is a Joke [view article]
loading ...Recent VIA Articles
- No Media Bailout
- Will Movies Be Recession Proof?
- Media Meltdown Is Even Worse Than Markets
- Viacom's Tumble Takes Media Stocks With It
- Spielberg Finalizes Split From Paramount: Is It a Positive for the Two Companies?
- Media Stocks Show Solid Liquidity, Though Deals Are a Risk
- Market Woes Mean Serious Ad Hits
- Movie Theaters and Studios Have Digital 3-D Plan
- Paramount Fills Its Spielberg Void with Marvel Superheroes
- Are New Digital Music Payments Enough?
- Full List of Articles »
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Summer in the Citi - Fast Money Recap (5/2/08) [view article]
jeff 200 is just a number that apple must pass ReplyUnder The Radar News - Friday [view article]
you gotta love the WIZZZARD ---he is playing and everyone is watching ---go steve jobs ReplyNetratings
Wall Street Breakfast: Must-Know News [view article]
Wow - even we are impressed with comScore's numbers! Good job comScore! ReplyUnder The Radar News - Friday [view article]
iPhone is the king of the hill Garmin give me a break nobody is going to dethrone Apple! Also for wholesale Apple gear and electronics,gold and so on.....visit seeksomething.com Thank You! Replyngbang
Under The Radar News - Friday [view article]
Top-five handset vendors' profits shrinking.Where does Apple's iPhone efforts fit in? Reply
Wall Street Breakfast: Must-Know News [view article]
I'm really liking the earnings reports tacked onto the Wall Street Breakfast. Thanks. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thanks. Fixed. ReplyWall Street Breakfast: Must-Know News [view article]
Market climbed in Asia Friday. Nikkei +20.5% to 14,049. Is +20.5% a typo? ReplyApple Gets Serious About Movie Dowloads: Better Late Than Never [view article]
APPL is always on the job with Steve Jobs to make more money and as a shareholder keep it up along with the stock price.To get your Apple stuff at wholesale prices please visit: seeksomething.com Replyngbang
Apple Gets Serious About Movie Dowloads: Better Late Than Never [view article]
iTV, the neglected red-headed stepchild, is growing up fast! ReplyUnder The Radar News - Wednesday [view article]
"Software plays catch up." - perhaps now there is also a need in education catch up, so management can learn how to produce ROI from investment into technology. There is a gap opening up in the marketplace. Replyarter
A Desperate Blockbuster Tries Something Else [view article]
What I don't understand is why everyone is so quick to say that BBI is done and NFLX is killing them. Last I checked BBI had revenue of well over $4 Billion with a capital B and little NFLX just had revenues of a little over $1. That makes BBI about 4 times their size and yet all the analyst want to declare BBI the runner up!To many uninformed and lazy investors it may look like BBI has embarked upon some fragmented desperation moves to save itself but that's because they don't really have a clue about the business to begin with. First, I suggest that you read a transcript from the CC call or listen to a replay there are some clues in there. They would not have embarked upon this venture to begin with unless Icahn had already agreed to fund the acquisition. It sure must be nice to have a Billionaire in your back pocket!
BBI needs the purcashing scale that CC brings for personal electronics. They are not trying to become an Apple store so you can alleviate yourself of that fantasy right now. Everybody is always trying to say that this thing is the next big thin or just like that company. I don't know how many clown analyst popped into my office trying to tell me that KKK was the next SBUX!
Anyway, the CC acquisition gives BBI better distribution for their current inventory. Anybody that knows the company understands this aspect of their business sucks. It gives them economy in purchasing. They should be able to offer products in their stores that they can't economically offer today. They should be able to close some locations and relocate the movie rentals into a CC driving traffic to those stores. They may also be able to off some additional electronics out of BBI locations and close CC locations where it is not economical.
Anyone curious what the new stores are going to look like should go look at the location in Frisco Texas near Lebanon and Legacy. Reply
A Desperate Blockbuster Tries Something Else [view article]
Some one has to explain to me why is everyone writing off blockbuster?Fact: They have more than 30 million members (how many does nexflix have?)
Fact: Their online business has over 3 million members and is no longer losing money.
Fact: Brick and mortar stores are NOT going away.
The logic that customers should happily just order their product by mail is flawed. You could make the same argument against any retailer. Should Best Buy, or Target close up and sell online too? Of course not. People are prefer browsing tangible objects, and shop by destinations not by web sites.
If Blockbuster can continue to evolve into a whole entertainment provider (movies, games, music, other media) and bulid a retail business for the newest hardware, then they wil be uniquely positioned in the marketplace to adapt to what's new when other companies can't. Reply
Model
A Desperate Blockbuster Tries Something Else [view article]
I think BBI proved last quarter that they could be profitable again with its pre-existing business model and the loss of subscribers due to repricing was not substantial. I personally find half my movies by browsing shelves and half through Internet search and research means so to me the BBI model is perfect. I think all of these moves are good positioning moves, even if they turn into headfakes. Maximizing sales per s.f. makes total sense to me since I drop in about once a week and picking up staples is more about convenience than brand. I'm surprised they don't have a Gamestop model already in place, and for that matter, digital books and anything else that can be delivered through digital media....like MP3s. See, maybe the Apple store idea is not too far fetched? ReplyUnder The Radar News - Wednesday [view article]
"Lawmakers and analysts assert the program is a failure, and has not eased the foreclosure crisis."Correction:
Democratic "Lawmakers" and left wing Democratic "analysts" assert - - - - - - - -.
Just how long did these ###### people wait before they wined and bellowed? A week? 10 days?
They want the government to void their mortgage contracts because they can no longer find some better fool mortgage company to refinance their property. That's right, get the government, meaning me, to subsidize foolhardy investments.
Reply