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Here is your Monday Morning Media Madness: • On a year over year comparison basis, it was the worst weekend of 2007 for the box office. When all the data…
Special thanks to my intern, Megan Brinkman, a soon-to-be graduate of Northwestern's MBA program, who did most of the work on GCI this quarter due to a conflict I had…
New York Times (NYT) reported mixed 1Q07 earnings. Results were basically in line with analysts estimates and recent management commentary but there were no signs that print advertising was stabilizing.…
AT&T (T) rose almost 1% yesterday, possibly in response to Wednesday's afternoon's press release indicating that the company's U-Verse TV offering was beginning to gain some customers. U-Verse is T's…
Time for a little mid-week Media Madness: • It appears that David Poland and I aren't the only voices proclaiming that "movie theatres are dying" is a flawed thesis. According…
The message from the 1Q07 results from Motorola (MOT) could be that the worst is over. However, you can also draw the conclusion that earnings power in 2008 remains uncertain.…
It is now official that private equity has arrived in Canada. BCE Inc. (BCE), formerly Bell Canada, has announced that is negotiations with a group of Canadian pension funds being…
Dow Jones (DJ) kciked off the 1Q07 reporting season for media compananies with better than expected performance thanks to strong ad pricing at the Wall Street Journal in March and…
Just a few hours after Monday Morning Media Madness noted that Comcast (CMCSA/CMCSK) was building some potentially valuable and underanalyzed internet assets, the following crossed my email box from theflyonthewall.com:…
Here is your Monday Morning Media Madness for April 16, 2007: • A tough comparison against a $40 million opening for Scary Movie 4 pulled the box office down 5%…
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