James Goss
James Goss
balance companies complex complexity generally greater maybe media provide provides sort strong
Big media companies do generally provide a balance and some diversification that provides greater stability. But they are complex companies and maybe that complexity sort of offsets some of their strong values.
both companies confident fairly schedule seem
Both companies seem fairly confident that they can get it done on schedule by the end of fall.
acceptable clouds credit exist judging people perspective seemed standards trading twice until worth
Usually you have some perspective on things. But what seemed acceptable at the time, what seemed like the norm, now you're judging people by standards that didn't exist at the time. I think it's worth twice what it's trading for, but you won't get credit for it until some of these clouds are lifted.
affiliates angeles biggest candidate logical los major presence tie
Tribune is a logical candidate to tie in. It has affiliates with New York, Los Angeles and Chicago, so it already has a major presence in the biggest markets.
aol fought good importance obviously plus says time
From the Time Warner and AOL perspective, it's been a plus obviously that they're getting fought over. It says very good things about the importance and the place at the table, if you will, that AOL represents.
creative media qualities within
One of the qualities of independents (channels) is that it allows you to be more creative and more nimble than you can often be within big media companies,
attacking management potential upside
I feel the management is competent, and it's attacking the one most important potential upside element, which is AOL.
crowd follow night survivor
It's only for two weeks. The Survivor crowd will probably follow Survivor to a new night, ... It's an addicting show.
chapter higher history icons media profile ted time turner
It's the end of a chapter in Time Warner's history. Ted Turner is one of the higher profile media icons we have in this industry.
sort temporary
It's sort of a temporary lease on the properties.
advertising both causing challenges content higher media players prices side stagnation stock ultimately
The big media players will ultimately have higher stock prices but it's getting out from all these challenges both on the advertising side and the content side that is causing some stagnation in the shares.
competition face hold trying
XM was aggressively trying to hold its own in the face of competition in the quarter.
both combined fringe network obviously somewhat stronger
They've both been somewhat fringe players, so obviously they'd be a stronger network when combined together.
provides publishing talked
They had talked about that possibility. Between publishing and broadcasting and interactive, that provides them with enough to do.