They both share the same set of strategic concerns Both are struggling to find a way to compete against cable's triple-play bundle to offer a competitively priced package of video data and voice that satellite has not been able to match.
More Quotes from 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 nextCraig Moffett
Though the first-quarter subscriber number and affirmed guidance did not represent a big upside surprise, it is still likely to be good for sentiment around the stock. It confirms that subscriber growth remains on track, despite investor concerns over this topic in the last few months.
Craig Moffett
As always with Cablevision, their motives are inscrutable,
Craig Moffett
Ratings are strong, which is good for advertising, but it is being offset by the renegotiation of affiliate fees.
Craig Moffett
The read-across is bullish for the entire cable industry.
Craig Moffett
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