Posts by: Steve Birenberg
Over they years I have expanded my universe from media to telecom as the two industries have converged. Technology advancement has triggered the convergence as broadband wireline and wireless networks…
It's been a rough year for investors. My own performance has been mediocre with most Northlake clients plus or minus a couple of percent relative to the S&P 500. I…
This is the first of new series of column I will write. Each Monday, I will review media news and notes from the prior week which slipped past my other…
I believe the reporting of Apple's withdrawal form MacWorld after 2009 and Jobs lack of appearance this year was misreported. There is little doubt that it had a major negative…
AT&T was downgraded to neutral form buy by Goldman Sachs today offsetting the good news from Friday when the company increased its annual dividend by 2.5%. Yes, that is a…
As noted in Part One, the main message coming out of the conference that was that advertising continues to deteriorate and visibility into 2009 is minimal. This means that for…
I spent Wednesday in NY while sitting at my desk in Chicago. In a sing of the times, I skipped the UBS Media Conference in a cost saving measure. I've…
The Dark Knight debuted strongly on DVD selling 3 million units on its first day. This should be good news for Time Warner although that is mostly because it was…
Some fun news from news the world of media: According to the most recent issue of Sports Illustrated, demand for Super Bowl advertising is not showing any weakness. NBC has…
Big news in the world of media comes from NBC where Jay Leno will be on NBC 46 to 48 weeks per year every weeknight at 10 PM ET. Jay…
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