Craig Moffett Quotations

There are cleaner ways to invest in cable than Cablevision.

Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.

More than any one figure, that's the figure that's going to determine just how big this market is over the long term. We're trending toward more and more of the industry coming from radios that are factory-installed in new cars. Are you going to get 60 percent of those customers to sign up as subscribers, or is the number going to be closer to 50, or is it going to keep going lower?

What you're seeing is a combination of negotiating tactic and legislative posturing. The GAO report is almost certainly going to shine unflattering light on both programming costs and the cable operators. There's probably enough blame to go around.

Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.

Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.

That could raise the cost of digital video recorders in the home.

I think it will turn out to be a very astute investment by Sirius. The value of what (Sirius has) already gotten from him in promotional appearances alone is worth tens of millions of dollars in free advertising.

That would have hurt both fees and operating income.

The read-across is bullish for the entire cable industry.

The resignation carries obvious headline risk -- the stock is down heavily. But (it) does not mean that the strategy chosen by XM management is incorrect.

Any young company is going to struggle to find the right balance between growing and conserving money. But if a new subscriber is going to eventually pay more than XM spends to sign them up, then the company is doing shareholders a favor by growing as fast as they can.

As always with Cablevision, their motives are inscrutable,

This is a razors and blades business. Discounting of radios is one of the obvious levers they've got to stimulate subscription demand, because over the long term, that's where they make their money.

This looks to be a pretty attractive price and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets,

AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.

It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.

Their voice launch appears to have boosted results in other areas as well.

The costs of these networks are far beyond what the returns of the new services can provide.

If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.

Clearly, private equity investors see that that the glass if half-full here.

Cablevision is now definitely taking back share from satellite TV.

The key story at the cable unit continues to be their digital telephone product.

These are finally the numbers that investors are looking for.

The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.

All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.