Liberty To Gauge Regulatory Interference With Comcast-NBCU
17 October 2009 - 5:12AM
Dow Jones News
John Malone, chairman and controlling shareholder of Liberty
Media Corp. (LCAPA, LINTA, LMDIA), said Friday he'll be watching
Comcast Corp.'s (CMCSA) efforts to close a deal with General
Electric Corp. (GE) for media conglomerate NBC Universal to gauge
the extent to which the federal government "will interfere or not
interfere" in the process.
At Liberty Media's annual shareholders' meeting, Malone
responded to a question about negotiations between Comcast and GE
by noting that his company got its start by using media
distribution assets to invest in cable networks.
"I’ve always believed that the power of distribution combined
with the ability to create content creates quite a bit of value
opportunity," said Malone. "Over the years, that has been
diminished by regulatory limitations."
Malone said it will be interesting to see how Comcast fares in
getting a deal for NBCU through the current regulatory environment,
which is expected to be stricter under the administration of
President Barack Obama. He said regulatory burdens could outweigh
the potential benefits of such a deal for the cable giant.
If not, "every major distributor will be looking at
opportunities to go vertical and follow suit because it is a fairly
straight-forward way to create value," Malone said.
Liberty has reportedly expressed interest in a deal for NBCU -
which owns broadcast and cable networks, a film studio and theme
parks - but Liberty Media executives didn't say whether they've
held any negotiations on that front at the meeting.
Sources have confirmed that Comcast is negotiating with GE about
taking a majority interest in NBCU.
Malone said "there’s going to be massive restructuring and
consolidation in old media," and his company is trying to figure
out what opportunities that may present.
"These are historic times in terms of technology finally
changing what are profound lifetime experiences," Malone said. "The
world is dramatically changing, and the question is how do each of
our units adapt to that. What alliances, partnerships or
investments should we be making to ride the wave instead of getting
drowned by the wave?"
Malone's right-hand man, Liberty Media Chief Executive Greg
Maffei, credited companies like Apple Inc. (AAPL) and Google Inc.
(GOOG) for capitalizing on the tectonic shifts taking place in the
media industry, but he said the Internet has destroyed more value
in Corporate America than it has created.
"It’s a handful [of companies] that have hit the homerun versus
the long tail of destruction," Maffei said. "For the most part, the
consumer has really benefited from all this. Not the
companies."
In the case of Liberty Media, Maffei acknowledged some mistakes
but said the company has "avoided the most crazy media
stupidities."
"Avoiding the pitfalls and the big dollar losses is really where
we’ve succeeded," he said.
Liberty Media is expected to merge its majority holdings in
DirecTV Group Inc. (DVT) with the satellite TV giant in order to
simplify its ownership structure. Analysts have speculated the
transaction could be a prelude to a sale of DirecTV to a
telecommunications company, like AT&T Inc. (T).
On Friday, Malone said DirectTV will have a new chief executive
"within the next month or two." Its former chief executive, Chase
Carey, was recently hired as chief operating officer and vice
chairman at News Corp. (NWS, NWSA), which publishes this newswire
and The Wall Street Journal.
Malone said maintaining "a close and long-lasting relationship
with the telcos is an important part of the CEO's job, whether that
results in a transaction or an extension" of the existing
partnerships.
-By Nat Worden, Dow Jones Newswires; 212-416-2472;
nat.worden@dowjones.com