NBC Bashes YouTube
According to TechCruch, the new head of NBC Universal (GE) is going after YouTube (GOOG) for lacking proper filtering technology. But, YouTube is not doing it. Why? The TechCrunch theory is that YouTube cannot…
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Don’t start a fight you can’t finish. The music industry did not capitulate to Apple’s (AAPL) suggestion that it allow music to be downloaded without digital rights management. It countered by saying that Apple’s…
Media Digest 2/8/2007 Reuters, WSJ, NYTimes, Barron’s, FT
According to Reuters Imperial Tobacco (ITY) will by US tobacco company CBHC for $1.9 billion. Reuters writes that Unilever (UN) topped forecasts with an increase in profit of 27%. Reuters reports that shares of…
What to Think on Riverbed Technology
Riverbed posted $0.03 EPS non-GAAP (loss on GAAP) and revenues were $33.8 million. This was the first profitable non-GAAP quarter and it added 300 customers, so it appears to have come public at the…
Disney, The Magic Kingdom Indeed
Disney (DIS) reported strong earnings for Q4. Excluding non-operating items, EPS rose 43% to $.50. Revenue rose 10% to $9.7 billion. Operating income at the company’s studio unit went from $128 million a year…
Cramer’s Less Followed Picks on the Road
On today’s STOP TRADING segment on CNBC, Jim Cramer was on the road on a back-to-school special at UVA and he was dismissing the "drop" today as almost nothing. On RPM (RPM) Cramer said…
Jim Cramer Panning ETF’s
Cramer did not have any direct stock picks here today, although you should read oe watch his take on ETF’s. Jim Cramer was discussing ETF’s on a pre-recorded Wall Street Confidential on TheStreet.com. As…
As Jobs Calls For Unprotected Music, Hollywood Combats Pirates
The entire world knows that Steve Jobs (AAPL) wants music downloads to be free of digital rights management so that songs can be played cross-platform and stolen like CD content. His argument is perverse.…
Comcast Launches New “Boring TV” Product
Comcast (CMCSA) has signed an deal with also-ran social network Facebook to allow independent film makers to have their content seen on TV. Judges at Facebook will select the best videos to run on…
Media Summary 2/7/2007 Reuters, WSJ, FT, NYTimes, Barron’s
According to Reuters, the head of BHP Billiton, the world’s largest miner, stepped down and the company announced a $10 billion share buyback sending the stock up 6%. Reuters writes that net profits at…
Cramer on the Road
On tonight’s MAD MONEY on CNBC, Cramer was out in Virginia on his university road show so this was a back to basics show that was on the normal air time. So this was…
Cisco’s Guidance to the Rescue
Cisco Systems (CSCO-NASDAQ) shares are surging after guidance in the conference call. Shares are now UP after being down after-hours and not by a small amount, currently back to +4.5% to $28.53. Here is…
Cramer’s STOP TRADING On The Road
Cramer’s STOP TRADING segment today was on the road on a college tour. On FedEx (FDX) Merrill Lynch said $135; Cramer said he thinks they are best in show even though he was disappointed…
Dish & Microsoft Pact May Be Looming
Stock Tickers: DISH, MSFT, DTV This morning Engadget is covering a story where Echostar (DISH-NASDAQ) is close a to deal with Microsoft (MSFT-NASDAQ) to bring the satellite digital programming to PC’s. DirecTV (DTV-NASDAQ) has…
Wal-Mart Bears Down On NetFlix And Blockbuster
Wal-Mart (WMT) has made enough mistakes recently that most of its competition may not be overly concerned when the company launches a new service. That could be a mistake. Hewlett-Packard (HPQ) is providing the…