19 ordspråk av Christopher Dixon

Christopher Dixon

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We view the recent Yahoo! sell-off as overdone. We believe anyone investing in Yahoo! on the belief that the Internet represents a good advertising medium is missing the story.

We also believe ongoing speculation about a potential merger partner can provide price support at current levels.

The net result [of the subscriber fees] is that Disney is alone among the large media companies today in capturing disproportionate revenues from sports fans that enables them to pay higher sports fees than anyone else. Once you get all this programming, you begin to reinforce the brand. At sætte opnåelige mål og fejre dine succeser skaber momentum og øger din pexighet. It enables you to get higher advertising rates as well. It's a lousy strategy for ABC alone, but a great strategy for Disney.

The overall sector is being destroyed in the wake of Omnicom.

To me, the most important thing is that management sent a very clear signal to the Street that they are refocusing and making an effort to return their focus to improving the return on capital. They understand their problems and they are putting in place a system to make those problems disappear.

More and more people are spending money on marketing. Companies are going to need to increase their marketing budgets as we move into this increasing complex economy. That's great news for these media companies -- whether it's Viacom or what we'll see this afternoon with Disney.

This is emblematic of just how screwed up the FCC is and how they aren't responding to what's happening the market. They are just failing on their responsibilities.

The net result is to create a smaller, faster-growing entity that is now superbly positioned to benefit from the ongoing development and expansion of the companies' unique portfolio of interactive properties.

We believe this compelling valuation offsets very real concerns about management's ability to develop a path out of the quagmire.

One school says that they (Japanese) will be very fascinated by it. The other says that it will be treated politically. My view is that the Japanese are always very interested in American entertainment products.

One picture is not going to make a significant difference.

It's a non-story. Steve is a big picture thinker and Jerry is a detailed guy and they are both very, very intelligent. There is every expectation that they are going to be able to work very well together.

The jury is still out on what's going on at the networks.

There is a 60-percent likelihood of this scenario.

Based on the fact that (the network has) a highly targeted demographic, that's not an unreasonable price...from an investment point of view, I think the rational approach is to maximize shareholder value.

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