Disney has the superior balance sheet, cost of debt, equity and rationale to emerge victorious over Comcast in a bidding war. Craig Moffett More Quotes by Craig Moffett More Quotes From Craig Moffett Sprint used the comical tagline : We're almost as good for less money, and almost as good is, for obvious reasons, not a terribly compelling value proposition. Craig Moffett technology It has been widely expected for some time that John would exit next year, so this won't come as a shock to anyone, and Mike has always been extremely highly regarded by the investment community. I expect they'll make the transition without missing a beat. Craig Moffett technology It is time to acknowledge that the odds of the deal are less than a coin toss. Craig Moffett business The reason you're getting that reaction is this is a battle of marketing vaporware rather than real network evolution, they're tripping over themselves to claim they have a 5G network. Craig Moffett top-news They're tripping over themselves to claim they have a 5G network, but we're years away from it having any impact on user experiences. Craig Moffett top-news The question is whether customers will stick with [DirecTV Now], or will they react with the same kind of frustration they had with rising cable and satellite bills. Craig Moffett company-news The one thing that is clear is that this is a generally lousy business. Craig Moffett company-news When a company has to explain why they probably won't default on their debt, it's usually not a good day for equity holders. Craig Moffett company-news It was critical that they get the deal done... but it is smaller than investors would have hoped for, coupled with their recent 50 percent off price cut, it's not really enough to stop the bleeding. Craig Moffett technology If T-Mobile is acquired before they get that chance, Sprint's in a world of hurt. Craig Moffett company-news To achieve their targeted 50-50 portfolio mix between U.S. and non-U.S. holdings, Altice would need to virtually run the table and buy half of everything out there that isn't named Comcast or Charter, if one assumes that Cox isn't a seller (they're the largest remaining company after TWC and Charter itself, and they have sounded relatively resolute in their desire to remain independent) then Altice would need to successfully buy essentially everyone else. Craig Moffett business The real question now is if Time Warner Cable has any more appetite to be acquired now. Craig Moffett company-news There's always a flurry of promotional activity around big new phone launches, the question is : Will this be the so-called supercycle ? ... I think it's hard to imagine that when the most important feature of the phone just isn't ready for prime time, that that will be enough to drive a supercycle. Craig Moffett Nobody expects to make very much money on this, but everybody is afraid that if they don't do it, they'll lose share to the people who did. Craig Moffett If large numbers of residents [ in a small ] town try to connect simultaneously, they may find that the town itself is virtually cut off by the lack of fiber capacity linking the town to larger Internet hubs. Craig Moffett
