26 Quotes by Craig Moffett

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.