Malone on further consolidations Nov. 10

[netnet]

John Malone on further consolidations in the industry.

 

Here is the full interview:http://video.cnbc.com/gallery/?video=3000567154

 

Here is a 'juicy tidbit' full interview:http://video.cnbc.com/gallery/?video=3000568582

 

If this has already been posted, let me know and I will remove.

[Jurgis]

I've watched this before.

 

I don't particularly agree about AAPL or FB buying content (DIS, DISCA, etc.). IMO AAPL and FB are very different from content companies and this would probably be bad idea (although maybe OK for shareholders of the company bought). Probably same with MSFT and GOOGL.

 

AMZN or NFLX could buy content companies. NFLX is too small to buy DIS.

 

Edit: see AAPL thread about their weird attempts at the content... I stand with my original opinion though.