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Technology Stocks : Media Industries: Newspapers, TV, Radio, Movies, Online

NFLX 88.75

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11:29 AM EST

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To: Glenn Petersen who wrote (195)	8/5/2007 3:10:43 PM
From: Sr K	Read Replies (1) of 8843

Certainly the wsj.com will be free. Eventually, NYTimes.com will be advertiser-supported. Murdoch's pressure will include adding 4 pages of news to the WSJ (already announced) and then making wsj.com free. How they phase that in is a challenge, but a slow closing and silently giving wsj.com free to new subscribers and on renewals, solves 6/12ths of it. Murdoch may have gotten something for the $40 million of legal and IB fees he "gave" away to close the deal. I think he got a delayed closing, and a couple months delay more than pays the $40 million. Imagine the NYT at some point down the road having to say goodbye to the Times Select revenue. That's pressure. Then the WSJ can add more pages of news. Just as Fox TV started with Sunday and then Monday and eventually 7 days. IMO.

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