Christopher Dixon
Christopher Dixon
Chris Dixon is an American internet entrepreneur and investor. He is the co-founder, and former CEO, of the website Hunch. He is a general partner at the venture capital firm Andreessen Horowitz, and previously worked at eBay...
approach based fact highly investment maximize network point rational targeted
Based on the fact that (the network has) a highly targeted demographic, that's not an unreasonable price...from an investment point of view, I think the rational approach is to maximize shareholder value.
ability believe compelling concerns develop path
We believe this compelling valuation offsets very real concerns about management's ability to develop a path out of the quagmire.
entertainment fascinated interested japanese says school treated view
One school says that they (Japanese) will be very fascinated by it. The other says that it will be treated politically. My view is that the Japanese are always very interested in American entertainment products.
picture
One picture is not going to make a significant difference.
afternoon budgets companies complex great increase increasing marketing media money move news people spending whether
More and more people are spending money on marketing. Companies are going to need to increase their marketing budgets as we move into this increasing complex economy. That's great news for these media companies -- whether it's Viacom or what we'll see this afternoon with Disney.
believe current merger ongoing partner potential price provide support
We also believe ongoing speculation about a potential merger partner can provide price support at current levels.
likelihood
There is a 60-percent likelihood of this scenario.
clear effort focus improving management problems putting return sent signal street system understand
To me, the most important thing is that management sent a very clear signal to the Street that they are refocusing and making an effort to return their focus to improving the return on capital. They understand their problems and they are putting in place a system to make those problems disappear.
advertising anyone belief believe good internet investing medium missing recent represents view
We view the recent Yahoo! sell-off as overdone. We believe anyone investing in Yahoo! on the belief that the Internet represents a good advertising medium is missing the story.
difficult economic figure issues
It's very difficult to figure out all the economic issues right now.
both detailed expectation guy jerry picture steve thinker work
It's a non-story. Steve is a big picture thinker and Jerry is a detailed guy and they are both very, very intelligent. There is every expectation that they are going to be able to work very well together.
destroyed overall sector wake
The overall sector is being destroyed in the wake of Omnicom.
failing happening responding screwed
This is emblematic of just how screwed up the FCC is and how they aren't responding to what's happening the market. They are just failing on their responsibilities.
benefit create entity expansion net ongoing portfolio result unique
The net result is to create a smaller, faster-growing entity that is now superbly positioned to benefit from the ongoing development and expansion of the companies' unique portfolio of interactive properties.