Eugene David
...The One-Minute Pundit

Thursday, December 03, 2009


How can Brian Roberts lose?

A couple of ways.

First, he can blow the execution, like AOL Time Warner did. But this is a business that Brian already knows, and it won't involve smashing two completely different cultures that hate each other together. So the execution risk is less.

Second, cable can become a dumb pipe AND the TV programming business can blow up like the newspaper business--causing Brian Roberts to lose on both sides.

If that happens, Brian Roberts would have been better off selling the whole thing and buying a fertilizer company.

But Brian Roberts is a media mogul. And there isn't a media mogul on earth who would give up being a media mogul to run a fertilizer company.


BUT BRIAN...forget it.

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