Posted
2:19 PM
by Gene
And where the elite meet to ridicule their turnips: The other hot topic of the day was, not surprisingly, the impact of the expected Comcast-NBC Universal deal. Jessica Reif Cohen, 1st VP/Managing Director at Banc of America Securities-Merrill Lynch Research, said Comcast's potential deal to acquire a majority interest in NBCU could create “incredible” value for the MSO.
Though she noted that a failed deal could hit Comcast's stock hard, her backing was enough that one media-company CEO in the crowd said afterward, “I should go fill my boots with Comcast stock right now.”Coming on the
heels of that famous sales -- ANALYST
stock was not what I was thinking of.