Disney has yet to find a partner, News Corp. has yet to find a partner, and Viacom-CBS could go one step further and find an Internet partner, ... So the entertainment giants are well-positioned to be part of an internet and media consolidation phase.
More Quotes from Frederick Moran:
It's a smart strategic move for XM because they need to answer the Howard Stern question. It's not a dirt-cheap deal. But it does help XM attract a female audience.Frederick Moran
The cable division came in with 13 percent cash-flow growth, which is basically the strongest we're going to see out of the whole cable industry this quarter, ... They're showing some real power.
Frederick Moran
Ad inventory cuts are a necessary evil. I don't think it will stimulate accelerated growth. It will just allow the radio industry to remain competitive and maintain market share longer in an increasingly fragmented media environment.
Frederick Moran
It does make sense to help focus investors. Sumner Redstone thought that the difference between the two pieces was holding back Viacom's valuation.
Frederick Moran
Exodus is the leader in high-end Web hosting and although a good number of their clients are dot.com companies, they're not completely reliant on dot.com companies,
Frederick Moran
Having faced no significant competition so far, Audible has not been able to sustain a profit despite reasonably good revenue and subscriber trends, ... could much more efficiently build and launch their own sites.
Frederick Moran
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