Craig Moffett
Craig Moffett
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.
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,
bullish cable entire
The read-across is bullish for the entire cable industry.
almost blame both cable certainly costs light report seeing shine tactic
What you're seeing is a combination of negotiating tactic and legislative posturing. The GAO report is almost certainly going to shine unflattering light on both programming costs and the cable operators. There's probably enough blame to go around.
broadband building cable case companies fall forced investment price provided reach services therefore true
If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.
cable continues digital key telephone unit
The key story at the cable unit continues to be their digital telephone product.
approval companies condition groups likely merger press tech
Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.
close investor key largely metric quarter
Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.
alone astute dollars free gotten investment millions turn value worth
I think it will turn out to be a very astute investment by Sirius. The value of what (Sirius has) already gotten from him in promotional appearances alone is worth tens of millions of dollars in free advertising.
cost digital raise recorders video
That could raise the cost of digital video recorders in the home.
both hurt operating
That would have hurt both fees and operating income.
appears areas launch results voice
Their voice launch appears to have boosted results in other areas as well.
beyond costs far networks returns services
The costs of these networks are far beyond what the returns of the new services can provide.
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.