Richard Greenfield
Richard Greenfield
Richard Greenfieldwas an American publisher...
capital honestly legal saved themselves whether
If this is legal they've saved themselves a lot of capital expenditure. But whether this is something that can be rolled out system-wide legally, I honestly don't know.
espn financial nobody
Nobody could have anticipated how much of a financial juggernaut ESPN would become.
acquiring disney espn increases price
Mitigating the price increases of ESPN is not something Comcast has to do by acquiring Disney now. It's now something that's just happening,
larger return
One of the things they'd like to do is return more to shareholders, and ... a larger buyback makes a lot of sense at this point.
area companies growth losing media online presence risk search
Online search is an area where advertisers are moving. Big media companies need to be there. They must have a more significant presence or they risk out losing on a big growth opportunity.
doubling stock
More than doubling the stock buyback will be encouraging to investors,
cable component gives growth investors side viewing
makes sense strategically, because it gives a cable component to what investors are viewing as the boring, unexciting growth side of the post-split company.
moving near pieces shares time
There are a lot of moving pieces right now. I think all of them bode well for Time Warner shares in the near term.
assess base deal difficult earnings impact investor movies original since tough trying visibility
Trying to assess the earnings impact of a deal is tough since having no visibility makes it difficult to forecast. The investor base has no idea what the 2007, 2008 and 2009 original movies will be like.
bear fruit question relationship remains whether
The question remains whether the price/value relationship is going to bear fruit for Disney.
confuse disney fare growth investors next question rate recovery year
Don't confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.
basket consumers limited unclear whether
It's very unclear whether consumers are going to be interested. It's still a very limited basket of channels.
asset believe margins trophy
It's at the margins for me. It just comes up as a trophy asset that I believe they should sell.
billion buying companies five interested largest media multiple people piece tech whether year
It's ironic: A year ago people were questioning whether it would exist, and now five of the largest media tech companies in the world are speculated to be interested in buying a piece of it for multiple billion dollars.