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.
More Quotes from Richard Greenfield:
I'm still skeptical of the size of an individual download model, as (digital video recorder) technology is growing.Richard Greenfield
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.
Richard Greenfield
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.
Richard Greenfield
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.
Richard Greenfield
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.
Richard Greenfield
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Based on Topics: Media & News Quotes, Movies QuotesBased on Keywords: excluding, illustrates, viacoms
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