Craig Moffett
Craig Moffett
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.
fallen note per private public relatively remain strong subscriber
It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.
finally investors looking numbers
These are finally the numbers that investors are looking for.
blades obvious radios stimulate
This is a razors and blades business. Discounting of radios is one of the obvious levers they've got to stimulate subscription demand, because over the long term, that's where they make their money.
equity glass investors private
Clearly, private equity investors see that that the glass if half-full here.