17 ordspråk av Kit Spring
Kit Spring
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Just like 'The Sopranos' fits HBO better than NBC, ... I think that Stern's content probably is a better fit for satellite radio than regular radio.
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Rarely does Clear Channel make an acquisition that isn't accretive to earnings, and Sirius wouldn't be accretive, and Clear Channel also has a seat on XM Satellite's board, which it would probably have to give up if it wanted a stake in Sirius,
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We estimate Napster's takeover value at $3 to $5 per share, with about half the value coming from the company's cash position.
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XM shares have been weak recently, mainly because of expected weakness in a couple of key metrics in 2006.
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It's a relief that revenues are no longer declining for Clear Channel.
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Return on investment in PPM is increasingly uncertain.
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I guarantee you those people are not listening to terrestrial radio as much.
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Revenues slightly exceeded guidance and they didn't burn through as much cash as I expected.
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They have the No. 1 women's Web site and a lot of new advertisers. You're seeing a lot of advertisers who were historically on Oprah or in Cosmopolitan (magazine) go there.
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I do think that long-term, over a five-to-10-year period (cell phone radios) are very real threats,
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It's a very high fixed-cost business. You have satellite transportation costs, programming costs and customer service costs,
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Real might need to look for a merger partner and I think the assets are valuable.
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I think the chances of [Stern leaving Infinity] have definitely increased,
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Fundamentals will continue to be lackluster this year. The ad environment will get more challenging.
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We don't know who it will be, but one such deal will be announced before the end of the year,
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