iPad Brouhaha Cont. --- Nasdaq Bites Apple --- White House Spectrum Summit
• Analyze This
is “rebalancing” the Nasdaq 100 ... Apple
will account for 12.33%; down from 20.49% of it ... should be an interesting ripple effect. --- Citi
’s Jason Bazinet
targets Liberty Global
at $49/share and he likes the Ziggo
acquisition rumors. --- Noting, “The announcement that AT&T
will acquire T-Mobile
has turned the wireless world upside down, and has triggered a telecom rally that has lifted all boats. It is now time to pick winners and losers,” Bernstein Research
’s Craig Moffett
raises targets for AT&T (to $34), Verizon
(to $34), Leap
(to $17) and MetroPCS
(to $18). --- BTIG
’s Rich Greenfield
takes a close look at the iPad brouhahas in “A Screen is a Screen is a Screen or is It” (click here
, remember to register). His conclusion? “Cable networks need to embrace technology and should be excited that consumers will end up watching more television (good for everyone involved), rather than fight to squeeze incremental fees out of distributors.”
• Rules & Regs
: White House
says it will veto any attempt to repeal the net neutrality rules.--- Will the FTC
reports the FTC is considering it, but holding off pending a Justice Dept
. decision about the ITA
deal. --- Meanwhile, a Federal shutdown looks more likely (at least as the market closed today).
• In the Courts
for illegally streaming movies.
: Cisco's John Chambers
, after seeing the stock lose a third of its value in the past 52 weeks, sent a memo to his employees saying, "We have been slow to make decisions, we have had surprises where we should not, and we have lost the accountability that has been a hallmark of our ability to execute consistently for our customers and our shareholders. That is unacceptable. And it is exactly what we will attack." Employees are bracing for lots of changes. --- Motorola Mobility
is introducing a new wireless HD video bridge for wi-fi inside the home.
’s John Ourand
has a great story on Bill Rasmussen
creator and “champion,” on page 29 of the April 4th issue.
: Consumer Reports
FiOS and AT&T
U-Verse as “best choices” for bundles.
’s David Zaslav
got a 2010 package worth $42.5M reports LA Times
... and as Joe Flint notes, "In fairness, he did have to put up with Oprah Winfrey a lot more in 2010 than he did in 2009." --- A couple of News Corp
journalists in the UK were arrested over the phone hacking of celebrities.
: Internet “TV network” FilmOn
has added 22 new “channels.” --- Hulu
’s Jason Kilar
claims it will pass a million subs for Hulu Plus this year. --- DISHOnline
and Meals on Wheels
will produce a celebrity-driven look at the organization’s services. --- Outdoor Channel
is launching with DIRECTV
VOD. --- On a cruise ship somewhere on royal wedding day (04/29)? No worries, Oceans TV
will have the BBC
feed. --- Discovery
is dropping the ‘channel’ and has a new logo called “morph” (click here
: Want to learn what the wireless guys are saying about MSOs and OTT? Check out this RCR Wireless
scheduled for Thursday @ 1pm CDT.
: Perhaps to make sure NAB
notices just before the show in Las Vegas opens, the White House
will host a “Spectrum Auctions: Unlocking the Innovative Potential of Wireless Broadband” summit tomorrow with FCC
’s Julius Genachowski
, Council of Economic Advisors
’ Austan Goolsbee
, National Economic Council
’s Jason Furman
, various experts and no broadcasters.
• More News in The Morning BRIDGE
... early tomorrow morning in your in-box.•