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.
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.
closer coming customers determine figure industry market number percent radios sign toward
More than any one figure, that's the figure that's going to determine just how big this market is over the long term. We're trending toward more and more of the industry coming from radios that are factory-installed in new cars. Are you going to get 60 percent of those customers to sign up as subscribers, or is the number going to be closer to 50, or is it going to keep going lower?
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.
aggressive posture t taken
AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.
definitely satellite share taking
Cablevision is now definitely taking back share from satellite TV.
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.
contract fiscal sign taken
The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.
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.
cable continues digital key telephone unit
The key story at the cable unit continues to be their digital telephone product.
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.
both hurt operating
That would have hurt both fees and operating income.
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.
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.