Craig Moffett
Craig Moffett
equity glass investors private
Clearly, private equity investors see that that the glass if half-full here.
definitely satellite share taking
Cablevision is now definitely taking back share from satellite TV.
motives
As always with Cablevision, their motives are inscrutable,
attractive cable continue equity highly last looks market markets price private public value
This looks to be a pretty attractive price and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets,
aggressive posture t taken
AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.
blades obvious radios stimulate
This is a razors and blades business. Discounting of radios is one of the obvious levers they've got to stimulate subscription demand, because over the long term, that's where they make their money.
carries chosen headline management mean obvious risk stock strategy
The resignation carries obvious headline risk -- the stock is down heavily. But (it) does not mean that the strategy chosen by XM management is incorrect.
fallen note per private public relatively remain strong subscriber
It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.
cost customers love percent product research says tune
All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.
contract fiscal sign taken
The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.
cable continues digital key telephone unit
The key story at the cable unit continues to be their digital telephone product.
finally investors looking numbers
These are finally the numbers that investors are looking for.