(19 quotes found)
“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.”
Christopher Dixon
“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. 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.”
