The read-across is bullish for the entire cable industry.
More Quotes from Craig Moffett:
Ratings are strong, which is good for advertising, but it is being offset by the renegotiation of affiliate fees.Craig Moffett
Howard Stern is a business. Sirius is paying, in essence, a license fee for what is a large and successful business.
Craig Moffett
The results are nothing to write home about, ... disappointment.
Craig Moffett
This just adds more fuel to the fire for investors, who are wary about the unpredictability of governance at Cablevision. The main thing people want to find out is, if the dividend is off the table, then what comes next
Craig Moffett
Despite the best efforts of the F.C.C. to create competition, after the bubble burst, there weren't any competitive alternative to the Bells. Now that the cable operators are able to offer voice service to complement their high-speed data, commercial services are a cherry waiting to be picked.
Craig Moffett
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