I have hard it mentioned for a couple of years now in investment coverage. On Wed, Aug 5, 2015, 8:33 PM CBB - Jay Fuller <[email protected]> wrote:
> > I had some Disney on a Jim Cramer (Mad Money) recommendation and it's done > quite well. Today it was down 10%. Tonight's "Mad Money" covered the > conference call quite well - - most all of their earnings were "in line" > except for the tv entertainment side of things - which includes ESPN - and > all of the "bundled ESPN channels" that cable generally must subscribe to. > Disney was not alone in the decline. > > Additionally, Cramer dug down into what we already know....that millennial > generally do not take the cable package - especially when starting their > own families - and instead tend to stream programming on their phones or > tablets - and not paying the bigger bucks to view it in traditional > methods. > > I'm excited - as this is one of the first times I've publically seen new > trends "called out" publically (outside of our industry). we all know what > is happening - but maybe if the cable cos and content distributors begin to > feel it too it'll be the straw that finally begins to break the camels back > - - just as we get to the point where more and more of us can focus on > bandwidth delivery - without the TV "triple play" to back it up. > > Yay. Comments? > > >
