Eveillard says Comcast is undervalued, Cox launches HD on demand movie service, Hewlett-Packard installs wireless receivers in HDTVs.
By Steve Goldstein
Cable360AM — News briefing for Friday, Jan. 4 »
Investors who dropped Comcast stock in the second half of 2007 made a mistake, according to Jean-Marie Eveillard, manager of the First Eagle Global Fund. Eveillard told Bloomberg that Comcast “is not going to disappear” and that despite competition from the telcos and regulatory threats from FCC chairman Kevin Martin, Comcast is worth $30 a share, which is far above yesterday’s closing price of $17.34. “We pay no attention to what happens in the short term,” Eveillard said.
Comcast topper Brian Roberts will likely make similar statements during his keynote address at the Consumer Electronics Show in Las Vegas next week. [Bloomberg]
Cox launched its on-demand HD service in Northern Virginia. Starz and Showtime subscribers who have HD sets and an HD receiver from Cox will have access to more than 20 high-definition movies at any given time at no extra charge.
Hewlett-Packard will be installing MediaSmart wireless Internet receivers in its high-definition TV sets. The receivers will enable HP set owners to access content from multiple personal computers in the home.
In CableFAX Daily: A look at what the appointment of James Assey to the No. 2 post at NCTA means for cable.
Help CableFAX: The Magazine decide by nominating the executives you think should be included in our annual list of the Most Powerful Women in Cable. We will rank the top 50 most powerful women, and run a list of the second 50, in the November issue of CableFAX: The Magazine. Nominations are open to all cable operators, programmers, vendors and trade associations. Click here for nomination form. Deadline for nominations: Sept. 8.
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Cable's stars turned out for the first annual CableFAX 100 luncheon at New York's Grand Hyatt last December. Catch Mad Men's Jon Hamm, Cash Cab's Ben Bailey as well as Sundance Channel's Larry Aidem and Cable Pioneer Bill Bresnan and others in our video from the wintertime event.
Who are cable's most powerful women executives?
Help CableFAX: The Magazine decide by nominating the executives you think should be included in our annual list of the Most Powerful Women in Cable. We will rank the top 50 most powerful women, and run a list of the second 50, in the November issue of CableFAX: The Magazine. Nominations are open to all cable operators, programmers, vendors and trade associations. Click here for nomination form. Deadline for nominations: Sept. 8.
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