Julio's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/69151/comments http://seekingalpha.com/article/172494/comments?source=feed#comment-755449 755449
Perhaps I'm missing something, but it seems to me that the issue with Google could be remedied by tweaking the ratio of content that is free vs. behind a pay wall.


On Nov 10 10:57 AM Ricard wrote:

> This move makes sense.
>
> As it stands, Google basically controls media content by making all
> the money from it, while publishers like WSJ and the NYT make next
> to zero (outside of their own advertising streams).
>
> A corollary would be for phone books to make the profits that would
> normally go to the plumbers and etc that actually perform the service.
> Doesn't make any sense.
>
> Of course, wsj.com makes a tidy sum off the outlandish $150/year
> subscription fee.]]> Wed, 11 Nov 2009 11:40:09 -0500
Perhaps I'm missing something, but it seems to me that the issue with Google could be remedied by tweaking the ratio of content that is free vs. behind a pay wall.


On Nov 10 10:57 AM Ricard wrote:

> This move makes sense.
>
> As it stands, Google basically controls media content by making all
> the money from it, while publishers like WSJ and the NYT make next
> to zero (outside of their own advertising streams).
>
> A corollary would be for phone books to make the profits that would
> normally go to the plumbers and etc that actually perform the service.
> Doesn't make any sense.
>
> Of course, wsj.com makes a tidy sum off the outlandish $150/year
> subscription fee.]]> http://seekingalpha.com/article/172485/comments?source=feed#comment-753921 753921 Tue, 10 Nov 2009 11:38:42 -0500 http://seekingalpha.com/article/161483/comments?source=feed#comment-677447 677447
There isn't a lot of value added with this post since you mainly just regurgitate the Barron's article.

A few points:
1. The CVC board and shareholders would have to approve a Dolan buyout. With the company generating more free cash flow now that capex is declining and soon to be free of MSG, it's would command a decent premium. The Dolans are unlikely to get financing in this environment for the price they'd need to pay.

2. The government cap had nothing to do with cable networks. It was a FCC ban on the amount of pay TV subscribers that a company could control (30%). Also, no one took the cap seriously since it had been struck down before.

3. Time Warner Inc. was never really an impediment to Time Warner Cable's potential to do deals. The big factor is their desire to keep their debt ratio at 3.25 cash flow so that they can retain an investment grade rating. They're above that at the moment as a result of the special dividend related to their separation from TWX, but are do to get back to 3.25 by early next year. However, since it operates in NYC, buying Cablevision would indeed be a good fit.]]> Tue, 15 Sep 2009 11:20:32 -0400
There isn't a lot of value added with this post since you mainly just regurgitate the Barron's article.

A few points:
1. The CVC board and shareholders would have to approve a Dolan buyout. With the company generating more free cash flow now that capex is declining and soon to be free of MSG, it's would command a decent premium. The Dolans are unlikely to get financing in this environment for the price they'd need to pay.

2. The government cap had nothing to do with cable networks. It was a FCC ban on the amount of pay TV subscribers that a company could control (30%). Also, no one took the cap seriously since it had been struck down before.

3. Time Warner Inc. was never really an impediment to Time Warner Cable's potential to do deals. The big factor is their desire to keep their debt ratio at 3.25 cash flow so that they can retain an investment grade rating. They're above that at the moment as a result of the special dividend related to their separation from TWX, but are do to get back to 3.25 by early next year. However, since it operates in NYC, buying Cablevision would indeed be a good fit.]]> http://seekingalpha.com/article/156606/comments?source=feed#comment-634708 634708
Also, Time Warner, Inc.'s ticker symbol is TWX, not TWC.]]> Tue, 18 Aug 2009 10:40:08 -0400
Also, Time Warner, Inc.'s ticker symbol is TWX, not TWC.]]> http://seekingalpha.com/article/115543/comments?source=feed#comment-361901 361901
I think you made a keyboard mistake when you said, "As Moffett notes, the initial investment included a commitment from Microsoft to buy set-top boxes from Microsoft. " I believe it was a Comcast commitment.

Anyway, it's an interesting piece of news. I would read it more as Microsoft pruning some dead wood after it's become obvious that the strategy hasn't worked out than any great negative against Comcast.]]> Wed, 21 Jan 2009 10:47:21 -0500
I think you made a keyboard mistake when you said, "As Moffett notes, the initial investment included a commitment from Microsoft to buy set-top boxes from Microsoft. " I believe it was a Comcast commitment.

Anyway, it's an interesting piece of news. I would read it more as Microsoft pruning some dead wood after it's become obvious that the strategy hasn't worked out than any great negative against Comcast.]]> http://seekingalpha.com/article/93860/comments?source=feed#comment-245584 245584 Thu, 04 Sep 2008 13:25:46 -0400 http://seekingalpha.com/article/88316/comments?source=feed#comment-220412 220412 Fri, 01 Aug 2008 13:33:02 -0400 http://seekingalpha.com/article/85233/comments?source=feed#comment-206925 206925 Wed, 16 Jul 2008 11:49:39 -0400 http://seekingalpha.com/article/71346/comments?source=feed#comment-146416 146416
Comcast has made a few public comments about improving customer service, but it's either just noise or the comments aren't translating into action at the operational level. CS improvement needs to be made a high profile priority within the company with active involvement from top management.]]> Mon, 07 Apr 2008 11:53:10 -0400
Comcast has made a few public comments about improving customer service, but it's either just noise or the comments aren't translating into action at the operational level. CS improvement needs to be made a high profile priority within the company with active involvement from top management.]]> http://seekingalpha.com/article/30884/comments?source=feed#comment-83570 83570
Your facts are a little off. Comcast indeed plans to capture 20% of the small business market, but with their traditional triple play product offering, not with bundled wireless. It has repeated stated that it does not intend to compete "on minutes" in the wireless arena, and is still trying to figure out what to do with the product.

From their Q4 earnings call:
"We have no announced plans for any activity out of Spectrum Co. that you haven’t already heard about. But it’s an area that I think we have a lot on our plate in ’07. We will be doing some work with Sprint in a couple of markets to roll out wireless, to see if Quadruple Play has a meaningful difference than Triple Play, better or worse to the consumer.

Other cable operator partners will be doing different versions of that, but one of the benefits of working in partnership with Sprint is we are going to get to see what ideas work and what ideas don’t work, and we continue to monitor it."]]> Mon, 02 Apr 2007 12:39:29 -0400
Your facts are a little off. Comcast indeed plans to capture 20% of the small business market, but with their traditional triple play product offering, not with bundled wireless. It has repeated stated that it does not intend to compete "on minutes" in the wireless arena, and is still trying to figure out what to do with the product.

From their Q4 earnings call:
"We have no announced plans for any activity out of Spectrum Co. that you haven’t already heard about. But it’s an area that I think we have a lot on our plate in ’07. We will be doing some work with Sprint in a couple of markets to roll out wireless, to see if Quadruple Play has a meaningful difference than Triple Play, better or worse to the consumer.

Other cable operator partners will be doing different versions of that, but one of the benefits of working in partnership with Sprint is we are going to get to see what ideas work and what ideas don’t work, and we continue to monitor it."]]>