|reply to FFH |
Re: Some presentation materials from Wall St conference call
"this is bad news for Comcast and may explain why they are getting in to providing content with the NBCU merger."
Actually the NBCU deal is alot like the AOL time warner deal. GE is selling because they see the future of the content industry. Where all content to consumers is free and sponsored by advertising. Looking at spain, south korea, etc as a prediction of the future, what occured to the record labels will begin happening to the studios in short order. GE after all is a very smart company.