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Much to talk about when it comes to the media world first off these battles between Time Warner Cable and CBS -- triggered talk about a potential takeover frenzy in the media business.
-- everybody from DISH Network to cable -- possibly in play should we expect to see a whirlwind of mergers and acquisitions in the near future and how do you capitalize on it.
Here to tell us what to expect is -- Phillips to Silva and Phillips CEO who's been looking at all of this we could take these one at a time.
Time Warner Cable and CBS of course they are still battling out CBS is still dark.
But you look at what's happening when it comes to this discussion of mergers and acquisitions now.
What will sprout from this back.
I think there have been a lot of activity and M and a around media I think what's happened is that -- years ago.
Media companies word diversifying the name of the game today it's all about concentrating on the industry here and -- you're seeing.
McGraw hill's spin -- education and focus on just financial.
Time Warner is gonna focus on education they've already spun off.
Cable and other spending publishing so I think that's the name of the game now -- going forward for a news media companies as a result.
We're coming out of a downturn for media coming media companies are coming back very strong and as they're coming back strong they're sitting on a lot of cash.
They want to refocus the cash.
New businesses and new opportunity.
Houston showing -- where it becomes stronger against adversaries.
Yes okay -- that we're looking yet in the satellite world there to.
Really to only.
Names in that are DISH Network and DirecTV.
And just in the last 24 hours you would Charlie Perkins of the did.
Genius behind dish TV saying yes I would be fine with officially merging with DirecTV.
There opponent in almost up.
Think out there right read and I think what's going on -- there's probably going to be a little less government regulation going forward on some of these mergers.
They may look like none out they may have looked like monopoly is so far I've -- not -- when that deal -- -- like companies in America well because I think if you look.
More probably -- competition now you've got the Internet.
And you've got so many other forms of competition Netflix Hulu.
that it makes it.
A little bit less compelling.
His -- there at their interest in Internet displayed by their desperation to buy spectrum of course they ride the waves out there that are still available and and specifically dish made a really big deal of trying to get the Clearwire battle and they did not win in that case but.
At DirecTV seems to be a company that goes for a higher and consumers who might spend more.
Dish for the lower and guys and with this merger ever happened are you predicting.
You know I'm not -- not necessarily predicting a but I can see that the combination.
Makes sense and -- I think.
Going forward for a lot of these companies it's all going to be about buying con tent.
More cheaply and trying.
Should investors -- watching right now pick names in these spaces.
Because any time there's a play usually at that rising tide -- almost all -- not necessarily the acquirer but the inquiries.
You know in general would those stocks that the media companies have been rising.
Over the past couple of -- anyway so that's let's and Jeff Bezos and don't -- it says of course the press that yes but -- put it in his shopping cart to by the Washington.
-- -- Now you see the New York Times gusting itself up a lot of other newspapers are trying to -- look at me look at me an and I just wonder.
Who's next what do you anticipate.
I would not guess the New York Times I might guess the F Financial Times in the next year so okay that's the salmon colored the -- -- paper it's owned by Pearson and the UK.
And -- is becoming more and more of an education company and so I would I would expect to see that.
The New York Times I think it is.
One of the preeminent.
You know media properties.
And I think the Sulzberger family's gonna hold onto it but.
Of course I would have said that about the lots of ground us 32 days ago one never knows stated that what's an interesting time thank you so much we thank you for reed Phillips.
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