Frederick Moran
Frederick Moran
colleague concerns extremely falling gave guidance leader looks opposed pull related report rival solid stock weakness
They had a very solid report and gave guidance that looks extremely powerful. Any weakness in Sirius is more related to concerns at their rival XM as opposed to anything at Sirius itself. As long as the leader in the industry's stock is falling it's going to pull its colleague down with it.
despite growth help report revenue saw shows surprise upside web
We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.
bubble bursting clearly felt internet investors maybe scared sure truly yesterday
Yesterday was very frightening. It felt like maybe the bubble was bursting on the Internet stocks. I'm not sure that that's truly the case, but clearly investors are scared right now and they're panicking a little bit.
difference focus help holding pieces
It does make sense to help focus investors. Sumner Redstone thought that the difference between the two pieces was holding back Viacom's valuation.
anyone companies either entertainment integrate internet left pressure rapidly
The pressure is on the entertainment companies more than anyone else, ... They either need to integrate their Internet capabilities much more rapidly or get left in the dirt.
business companies demanding evidence models street towards trend turned wall
Now Wall Street has turned more cautious. They're demanding more evidence of a trend towards profitability and those companies that have a lot more questionable business models will be shunned by Wall Street,
beginning bit broadband cable convert eating existing growth happen internet last less meaningful opportunity order pace players providers seeing service street vigorous wall
You are seeing a bit of a stalling in the growth of the dial-up market. It is still growing, but at a much less vigorous pace than last year. Subscribers are beginning to convert over to DSL, or cable modems, and that's eating into some of the incremental growth of the existing Internet Service Providers (ISPs). But I think the ISPs have a real opportunity to convert their existing dial-up subscribers into broadband subscribers. In fact, they have a better opportunity than any other players out there; but, in order to recapture Wall Street attention, they have to begin to make that happen in a meaningful fashion,
additional business cable concerns debt ideal less market might prices robust slightly stock time
With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers,
answer attract female help move smart stern strategic
It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.
address assets fox likes missing nbc platform players pressure puts quickly specific step
This puts competitive pressure on the likes of Disney, NBC and Fox Television. These other players will have to step up, reevaluate, see what kind of assets they are missing in their specific platform and address it as quickly as possible.
bid brings low minimum table
A bid in the low 90s would be the minimum for Lycos because Lycos brings so much more to the table than Terra does.
achieve brand drive growth name order size
You need size and scale, and you need to drive a brand name in order to achieve growth and profitability in this market.
deserves media premium rates rising seeing stands
This is the one ad-driven media play that stands out significantly. Lamar is seeing rising occupancy rates and deserves a premium multiple.
across aol areas basically continues fully integrated internet player powerful service subscriber
AOL, ... is the Internet play out there. It is the only fully integrated Internet player in the space. It basically has multi-brands across different areas of the Internet. And their flagship AOL Internet service continues to show very, very powerful subscriber growth.