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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24033)	6/1/2006 11:12:54 AM
From: E_K_S	Read Replies (1) of 78802

Hi Spekulatius - You are probably right. I like WON because it is more of a "pure" play in the media sector they service. If they can stabilize their business, cut costs, and have some success in providing new services to new customer platforms (Internet, mobile & PDA devises and cell phones), they could grow their revenues again. WON's dividend is a bit better than CBS but it probably will not survive if management can not achieve new revenue growth in the future. My bet is that WON may have a better than equal chance of fine tuning their media business model to take advantage of the transitioning digital technology. Because the overall revenues are much smaller for WON than for CBS, the marginal revenue contributions from new digital media will have a bigger impact to WON's bottom line than CBS's. FWIW I do own a small position in CBS and believe any portfolio should have some exposure to the media sector specifically in the distribution and content creation areas. EKS

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