iPad Brouhaha Cont. --- Nasdaq Bites Apple --- White House Spectrum Summit
•
Analyze This:
Nasdaq 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 challenge
Google?
Bloomberg 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:
MPAA sued
Zediva.com for illegally streaming movies.
•
Tech:
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.
•
Sports:
SBJ’s
John Ourand has a great story on
Bill Rasmussen,
ESPN creator and “champion,” on page 29 of the April 4th issue.
•
Kudos:
Consumer Reports lauds
Verizon FiOS and
AT&T U-Verse as “best choices” for bundles.
•
Folks:
Discovery’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.
•
Online: 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 added
Epix pix.
•
Programming:
RLTV 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’s
Science is dropping the ‘channel’ and has a new logo called “morph” (click
here).
•
Mobile: Want to learn what the wireless guys are saying about MSOs and OTT? Check out this
RCR Wireless webinar
here scheduled for Thursday @ 1pm CDT.
•
Spectrum: 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.•