Time Warner, every mention
9 scenes, the whole family · ← back to Time Warner
tap a year for its mentions
every year anyone David Rosenthal 8Ben Gilbert 1
Verbatim, from the transcripts: the passages where Time Warner comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 52:01 David Rosenthal Of all the traditional media companies, more valuable than Time Warner, more valuable than Viacom, more valuable than Fox and News Corp.
- ▶ 1:18:15 David Rosenthal Steve Case approached him before Time Warner about an AOL Disney combination.
- ▶ 1:18:33 Ben Gilbert I mean, looking at what AOL did with Time Warner, AOL merged its stock that was highly marked, but the intrinsic value of the company was actually worthless with Warner Brothers, like a, a real durable, stable company, at least at the time.
- ▶ 3:00:31 David Rosenthal But the very next day, Disney stock drops 10%, and over the next couple days, Fox, Time Warner, and Discovery all experienced similar drawdowns, and Viacom, which people view as even more indexed to
- ▶ 3:02:21 David Rosenthal So over the next couple of years, Time Warner sells itself to AT&T.
- ▶ 3:02:29 David Rosenthal Spins out Time Warner, which then merges with Discovery.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 9:18 David Rosenthal So like the cable and satellite companies out there, you know, the Comcast, the charters, the Time Warner cables, the direct TVs on the satellite side.
- ▶ 12:08 David Rosenthal There's all these spy shots of Bill meeting with John Malone at TCI and Gerald Levin at Time Warner, and Bill starts spending time with Michael Ovitz talking about how Microsoft can get in on the content game too, either through the MSN…
- ▶ 48:32 David Rosenthal And this is just a little over a year before the Time Warner merger.