Contributors   |   Messages   |   Polls   |   Resources   |  
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 3 / 6   >   >>
elizabethv
elizabethv
3/20/2017 7:52:24 PM
User Rank
Platinum
Re: Skinny Bundles
@mpouraryan - that's an interesting angle to look at. If anyone is getting too big, I'd assert that it's Amazon. As much as I love Amazon. But realistically, how big can Amazon get? How many pieces of the pie can Amazon take? They have OTT, the delivery of their products, they've branched out into grocery, they have audio books now, an MP3, games, tablets, I have to wonder just how many avenues they can travel down and maintain the success they've had. 

50%
50%
mpouraryan
mpouraryan
3/16/2017 1:17:32 PM
User Rank
Platinum
Re: Skinny Bundles
@Adi:  Grateful for your insights--no question they've uncovered a massive market and everyone seems to be following--including Facebook.   I can't help but continue to wonder how Snap and its' technology will refashion the market though....

50%
50%
Adi
Adi
3/16/2017 7:04:43 AM
User Rank
Author
Re: Skinny Bundles
mpouraryan, DHagar - The best stock picking advice I would offer is to say, don't take my advice! I think that's an area for professionals -- financial advisors or Wall Street analysts.

I see it as one of those stocks where if you fancy a flutter (as they say on English race tracks) then it's probably worth a small bet. The potential upside is massive -- it coud be the next Facebook, YouTube etc., or even bigger. But the risks are high -- it's current value is tied to expectations of dramatic growth, so to really do well for you, it would have to match or even outperform already very high expectations. The scale of success required here doesn't happen very often.  

But I stress, that's from someone whose analysis is tied to technology and consumer behavior rather than stock price movements. 

100%
0%
mpouraryan
mpouraryan
3/14/2017 6:55:58 PM
User Rank
Platinum
Re: Skinny Bundles
I would avoid buying stock in Snap due to its' problematic stock and ownership structure--but the viability of it though as a delivery platform is at least worth a look.   

50%
50%
DHagar
DHagar
3/14/2017 6:45:48 PM
User Rank
Platinum
Re: Skinny Bundles
@mpouraryan, there you go!  And I share your interest in Adi's expertise and predictions!  Let's see - then prepare to buy stock!

50%
50%
mpouraryan
mpouraryan
3/14/2017 6:44:02 PM
User Rank
Platinum
Re: Skinny Bundles
I would also humbly suggest that @SNAP will probably get into the fray as well--because it has to figure out how to be relevant in terms of content delivery as well--I was thinking about Snap as the stock price just came "down to earth" today.   I wonder what @Adi's thoughts are on it. 

50%
50%
DHagar
DHagar
3/14/2017 6:36:29 PM
User Rank
Platinum
Re: Skinny Bundles
@mpouraryan, yes, I consider YouTube in the alternatives.

Yes, Discovery is definitely innovating and searching for new models - good examples!

50%
50%
mpouraryan
mpouraryan
3/14/2017 1:14:45 AM
User Rank
Platinum
Re: Skinny Bundles
Would you (and others) consider YouTube (with its' own bundled service) along with "Hulu" in this class and are they in a strong position to be among the alternatives?   What about, in fact, the content providers (as epitomized indeed by what Discovery is doing that we've also deliberated here Thanks to @Adi's insights)?

 

50%
50%
DHagar
DHagar
3/13/2017 7:43:08 PM
User Rank
Platinum
Re: Skinny Bundles
@mpouraryan, thanks.  My confidence, however, is not in their ability to see it, it is in the markets - or a competitor, to "dethrone" if they quit adding value or become too big!

50%
50%
mpouraryan
mpouraryan
3/13/2017 7:35:39 PM
User Rank
Platinum
Re: Skinny Bundles
I wish I shared your optimism as we're seeing the giants even getting more powerful--and wonder if they realize it.   

50%
50%
<<   <   Page 3 / 6   >   >>


Latest Articles
Italy's 5G auction could exceed a government target of raising €2.5 billion ($2.9 billion) after attracting interest from companies outside the mobile market.
The emerging-markets operator is focusing on the humdrum business of connectivity and keeping quiet about some of its ill-fated 'digitalization' efforts.
Three UK has picked Huawei over existing radio access network suppliers Nokia and Samsung to build its 5G network.
Vendor says that it's its biggest 5G deal to date.
Verizon skates where the puck is going by waiting for standards-based 5G devices to launch its mobile service in 2019.
On-the-Air Thursdays Digital Audio
Orange has been one of the leading proponents of SDN and NFV. In this Telco Transformation radio show, Orange's John Isch provides some perspective on his company's NFV/SDN journey.
Special Huawei Video
10/16/2017
Huawei Network Transformation Seminar
The adoption of virtualization technology and cloud architectures by telecom network operators is now well underway but there is still a long way to go before the transition to an era of Network Functions Cloudification (NFC) is complete.
Video
The Small Cell Forum's CEO Sue Monahan says that small cells will be crucial for indoor 5G coverage, but challenges around business models, siting ...
People, strategy, a strong technology roadmap and new business processes are the key underpinnings of Telstra's digital transformation, COO Robyn ...
Eric Bozich, vice president of products and marketing at CenturyLink, talks about the challenges and opportunities of integrating Level 3 into ...
Epsilon's Mark Daley, director of digital strategy and business development, talks about digital transformation from a wholesale service provider ...
Bill Walker, CenturyLink's director of network architecture, shares his insights on why training isn't enough for IT employees and traditional ...
All Videos
Telco Transformation
About Us     Contact Us     Help     Register     Twitter     Facebook     RSS
Copyright © 2024 Light Reading, part of Informa Tech,
a division of Informa PLC. All rights reserved. Privacy Policy | Cookie Policy | Terms of Use
in partnership with