Media & Entertainment


A sector that, because of the huge power of the internet, will undergo huge changes in the next few years. We belive that only few will survive. Others are mentioned below.

Time Warner (US)
Time Warner is a major player in the Media and Entertainment industry. They own about everything there is when it comes to the media side. The combination between TV-stations and Cable networks will become very profitable. This gives these companies a big advantage, when 'the net' is taking off. Time Warner will certainly be their, and they will become one of the major players on 'the net'.


Walt Disney (US)
Disney has, in my vieuw, four major businesses, and three of them are in big time growth areas. First of the Media side. This Television and Radio site is, with the NET comming up, a possiblility for growth. Many of Disney´s channels will be vieuwed in other parts of the world, leading to higher revenues and bigger profits. The second growth side is the Leisure site. People are going to spend more money on hollidays every year. The richer they get, the more the want to relax. The parks, which are expanding every year, and the cruise line are ideal for this purpose. The last growth side is their internet business. One of the biggest in the world on all fronts. This side has, of course, a big future. The last side is their Entertainment side, movies etc. This site is no area of growth, but does make good gains. Disney is our favourite in the sector.


News Corp (AUS)
NewsCorp will, just like the ones mentioned before, become a major net player. The net will give Murdoch and even bigger edge. Because he is not yet in several (European) countries, this will give him better access to them. He will try to access these countries with either Fox or BskyB.


Kinepolis (Bel)
Theater expoiting Kinepolis of Belgium is an other company we like. They are in an other line of business than the onces mentioned above. No TV, nore Radio channels. Just movie theaters and a little movie production side. There is a lot of money to be made in European Cinema business.


Yahoo
Yahoo is going strong on the internet market. Although their market value is high, the company has huge potential. Broadcast.com, geocities, it all makes it more and more atractive.
Others
An other company we like a lot is Bertelsmann, but they are not traded on the open market. We like Bertelsmann because of their interests in TV and the Internet (CompuServe europe and BOL).

Also General Electric is a possibility, but because of their wide range of products they are mentioned below.

Microsoft is mentioned as a High tech company, we like them too in the media sector. And of course the joint venture between the GE's NBC and Microsoft in MSNBC is not a bad thing for both of them.