Richard Greenfield Quotes (28 Quotes)

They're going after Web properties that mirror the demographic of the viewer of 'The OC' ... (following) the activities of what those same consumers do online, ... buy.

(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.

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.

There are a lot of moving pieces right now. I think all of them bode well for Time Warner shares in the near term.

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.

(W)e are more interested in whether a broader industry trend is developing.

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.

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.

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,

The impact of releasing this many films this quickly is going to burden Disney because of the PA prints and advertising costs.

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.

We believe the Labor Day weekend is a significant weekend for local resident attendance, ... We believe the net impact of Charley and Frances implies that attendance will likely be down in Disney's fiscal fourth quarter.

I'm still skeptical of the size of an individual download model, as (digital video recorder) technology is growing.

The gross profit dollars that AOL makes in narrow-band are as good as they will be in broadband, ... AOL's narrow-band business remains healthy, and there's a focus on both parts of the business and not on one versus the other.

Clearly the question is how to participate in young people's fascination with video games. But the jury is still out as to whether a company needs to own a video game business.

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.

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,

They reached a mutually acceptable agreement.

The question remains whether the pricevalue relationship is going to bear fruit for Disney.

It's encouraging. I don't think the business is completely out of the woods yet, but we are significantly better in 2006 than anyone expected.

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.

The guidance was very much in line with consensus expectations. The real question will be if (the outlook) is conservative and the company can actually achieve double-digit growth or not.

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.

the result should be sustainedaccelerating growth in advertising revenues.

But I can't imagine Time Warner wanting to sell their stake in Court TV to buy back shares, and even if they did, why would Time Warner care if the shares are voting or not.

The move simply gives Malone a more liquid and tradable asset if he has normal voting rights. It's perfectly logical for Liberty to want voting rights in a company in which they own shares now that circumstances have changed.

From a Time Warner stock perspective, it's just great that everyone is going back and really having to examine what is AOL and why is everyone so interested in it.

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.