Well.....
this is one of my longest holdings ever. because I bought it back in 1997 when i was out of college when it was AOL @ $30+ i think and forgot and lost my password. i only opened it up cause etrade gave me some free thing to open an acccount. Now i found it shown up as TWX shares down like 60%. not bad haha
I wrote:
I am not trying to insult Time Warner "Royalty" but come on guys, detaching AOL will help... its a web portal..., detaching Time warner cable will help... its infrastructure & some production.
How to divide or group movies, music, television and print would be the study of the century to make it raise pps, be more simplified and organized and have more impact, revenues, and minimized cost, better content and pps results. Maybe the Lazard report will cover that.
The investment banking study would be how to divide each effort into a ticker, division self analysis and specific investors can actually take interest with complexity reduced. while keeping the HOST company with overall admin of a holding company. ie. Columbus Circle.
Basically Content and Nuts&Bolts are 2 different animals that shouldnt be in the same cage, LOL in so many words.
