“makes sense strategically, because it gives a cable component to what investors are viewing as the boring, unexciting growth side of the post-split company.”
“The strength of the AOL cash flow and billed subscribers were better than investors were expecting and an increase in full-year guidance is clearly a good sign.”
“Every media company should be thinking long and hard about whether search is just a two-horse race or if they could potentially create a third horse.”
“Don't confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.”
“Online search is an area where advertisers are moving. Big media companies need to be there. They must have a more significant presence or they risk out losing on a big growth opportunity.”