Craig Moffett
Craig Moffett
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.
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.
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.
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.
close investor key largely metric quarter
Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.
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.
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.
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.
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,