James Goss
James Goss
balance companies complex complexity generally greater maybe media provide provides sort strong
Big media companies do generally provide a balance and some diversification that provides greater stability. But they are complex companies and maybe that complexity sort of offsets some of their strong values.
sort temporary
It's sort of a temporary lease on the properties.
aol time trading worth
I think AOL Time Warner is worth a lot more than it's trading for,
affiliates angeles biggest candidate logical los major presence tie
Tribune is a logical candidate to tie in. It has affiliates with New York, Los Angeles and Chicago, so it already has a major presence in the biggest markets.
acceptable clouds credit exist judging people perspective seemed standards trading twice until worth
Usually you have some perspective on things. But what seemed acceptable at the time, what seemed like the norm, now you're judging people by standards that didn't exist at the time. I think it's worth twice what it's trading for, but you won't get credit for it until some of these clouds are lifted.
aol fought good importance obviously plus says time
From the Time Warner and AOL perspective, it's been a plus obviously that they're getting fought over. It says very good things about the importance and the place at the table, if you will, that AOL represents.
attacking management potential upside
I feel the management is competent, and it's attacking the one most important potential upside element, which is AOL.
creative media qualities within
One of the qualities of independents (channels) is that it allows you to be more creative and more nimble than you can often be within big media companies,
business capitalize costs finally front invested point
This is a business where the infrastructure costs are invested up front and now Sirius and XM are at the point where they are finally able to capitalize on those costs.
provides publishing talked
They had talked about that possibility. Between publishing and broadcasting and interactive, that provides them with enough to do.
choice couple delay options survivor weeks
They don't have much choice to reschedule the NCAA, ... The options would be to delay Survivor for a couple weeks or do what they're doing.
competition face hold trying
XM was aggressively trying to hold its own in the face of competition in the quarter.
financial needed reason running smaller spite tight type voice
In spite of his freewheeling type of image, he was the voice of financial reason. Back when he was running smaller companies, he needed to run a tight ship.
attempt catch choice early hbo lead second took
HBO took an early lead and Showtime has had to catch up. You can attempt to be the first choice but, with Showtime, they may want to attempt to be the most interesting second option.