The Print Media Watch...
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     holycow
Member
Username: holycow
Post Number: 2080
Registered: 08-2004Rating: N/A
Votes: 0
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| | Tuesday, November 15, 2005 - 08:43 am: |  
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... the problem facing by most of the major local news papers of poor sales are not one off but a "trend" - they are facing "competition" from the electronic media which are faster, more convenient and more "customisable" from target advertising's angle that if we were to cast a long term view of the print media sector, the end of the horizon somehow seems to be facing a sunset rather than a sunrise...
Over in the Big Apple, the premier financial news paper DJ in a way echoes probably most of the modern city newspaper where electronic media are easily available or reachable.
This is a really bad news for this sector in general and in particular the workers in this sector as technology evolves and more capital investment is ploughed into the electronic media sector. News Corp and Murdoch had already spotted the trend and is aggressively pursuing in this direction. Those that are slow to move shall eventually perished and end their days watching the sunset...
As usual, one man's doom is another man's boon - you can either short the print media sector or long the electronic media sector, just keep in mind that "now" may be a little too early. Most of the bosses in the print media are still sleeping on their job, so there's no panic setting just yet.
The other sector that is riding on the sales of print media such as paper suppliers, printers, etc are probably should be considered as part of the print eco system and they too are vulnerable depending on their business "make up" vis-a-vis how much they depend on the print media sector directly. If you pay close enough attention you probably can spot which are these companies - some of them are being "punted" upon.
It's fine for short term play but long(er) term, I am not so sure... anyway we can wait and in due time, all fog will clear and we shall see clearly who walks into sunset and who simply sinks into the sea (of red ink)...
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1/14/05
Dow Jones senior unsecured debt cut to A- from A at Fitch (DJ) By Robert Daniel
NEW YORK (MarketWatch) -- The senior unsecured debt rating of Dow Jones, (DJ) the New York publisher of The Wall Street Journal, Barron's, and MarketWatch, was cut to A- from A by Fitch Ratings. Fitch cut the company's commercial-paper rating to F2 from F1 and put the rating outlook at stable. The move affects $511 million of debt. The cut reflects "continued pressure at [Dow Jones's] core print publishing businesses." Operations have been hurt by a "difficult" advertising environment, Fitch said. At the same time, Fitch said, Dow Jones's "content, loyal subscriber base, and success at developing a paid online platform provides some insulation for the company compared with other industry participants facing secular changes."
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HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2084
Registered: 08-2004Rating: N/A
Votes: 0
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| | Wednesday, November 16, 2005 - 08:43 am: |
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... more trend confirming "clues"...
http://www.editorandpublisher.com/eandp/news
/article_display.jsp?vnu_content_id=1001480273
HC
"... if you've got a chart, I have an opinion!"
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