Richard Greenfield
Richard Greenfield
Richard Greenfieldwas an American publisher...
aol cash clearly expecting flow good guidance increase investors strength
The strength of the AOL cash flow and billed subscribers were better than investors were expecting and an increase in full-year guidance is clearly a good sign.
asset given investors
Here is an asset that investors have very much given up on,
ability business concerned generate given growth investors media percent revenue underlying value
Given how concerned investors are in the media sector, Viacom's ability to generate 5 percent revenue growth excluding the film business illustrates why we think there is significant underlying value in the assets.
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.
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.
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.
across aggregate aol failure focus investors judge online page sites spent success time unique users views web
Investors should increasingly focus on the aggregate unique users ... page views and time spent online across the AOL Web sites to judge the success or failure of AOL's new strategy,
act age age-and-aging annual board corporate disney following force governance large public quickly scrutiny vote withhold
The public outcry following a large withhold vote in this age of corporate governance scrutiny may force the Disney board to act quickly after Wednesday's annual meeting.
advertising growth result
the result should be sustained/accelerating growth in advertising revenues.
art both knows sides talking
Right now we don't know a lot. Both sides are talking and who knows what the art of negotiation is.
aggregate current growth indication news positive quarter rate stock strength television weaker weakest
Television was substantially weaker than expected, ... The aggregate strength of that growth rate in the weakest quarter for News Corp is a very positive indication of how undervalued the stock is at current levels.
company create hard media race search thinking third whether
Every media company should be thinking long and hard about whether search is just a two-horse race or if they could potentially create a third horse.
biggest business calls drivers early industry overall question stage supposedly
(Digital music) is a business that's supposedly at a very early stage of its development. When one of the biggest drivers of this story stalls out so early, it calls into question the overall industry business model.
becoming believe content continue outlets valuable
We continue to believe content is becoming more and more valuable as distribution outlets proliferate.