Warner- Bewkes new CEO January 2, 2008 - Discuss

[Sonar5]

Originally Posted by Crackbone

Nice take Sonar.

My fear here with this latest MS deal, is that because Warner's stock is in the dumper, they might be so inclined to pick up a deal that involves a nice tidy pay out.

I think the changing of the guard @ Time Warner is the best hope we have for having BD as the chosen format for the future. Whether they are under pressure to take a up front cash deal remains to be seen.

IMHO, no need for a payout to Warner. Warner is one of the profitable parts of TWX right now. I don't think they need a payout.

It's the synergies of business alignment post break-up and how it plays into the format decision that worries me.

As to the MS talk. I don't think it's a big deal because warner wants to blaze its own trail when it comes to digital. Bewkes likes digital and has apparently expressed it as a pillar.