Linda Bannister
Linda Bannister
beneficial deal friday point price walked
Viacom walked away from the deal on Friday ... because the price just got to the point where they didn't feel it was beneficial to shareholders,
start unclear
Things look bleak. It's unclear when things are going to start to look better.
combining content means merger standpoint strategic strong
from a strategic standpoint the merger makes a lot of sense. It's combining strong content with a whole new means of distributing that content.
companies given invest poised recover start stocks strong
There are opportunities to invest in these stocks even given the uncertainty because they're strong companies and they're poised to recover when things start to look better.
area attention broadband close happening paying
We're paying very close attention to what's happening with AT&T because getting distribution in the broadband area is very important,
agreements lose
When negotiations come back up for affiliate agreements in January, it could very well be that UPN will lose that distribution,
direction step taken
They've taken a step in the right direction, but we are not all the way there yet,
additional buy cable largest mean sell services stock trying
They will be the largest cable provider, ... They have the AT&T brand, which we think will mean a lot when trying to sell additional services to customers. That is ?a stock that we would buy today.
advertising early hopeful increase late next
We're hopeful that we're going to see an increase (in advertising) by late next year, but it could be early 2003.
ad although immune percent
About 42 percent of the revenues are subscriptions, and only about 25 percent is ad-based, so they're more immune although not entirely, to the ad slowdown,
cash estimates flow mind network profitable shutting
Now keep in mind, this network is not yet profitable for Viacom. So by shutting down the network, actually cash flow estimates will go up,
company couple held lieutenant past positions top
He's held a lot of positions at the company and he's been Mr. Levin's top lieutenant for the past couple of years,
food gives leg starbucks
If Starbucks can get food right, it gives them a whole new leg of growth.
broadband clearly coming company grow order time
He's coming in at what I think is a very interesting time for this company because clearly in order to grow this company, broadband distribution is key.