Time Warner, Inc. (TWX)

There is incredible value locked up in a poorly managed conglomerate. A change at the top and/or break up of TWX will unlock the value of an incredible portfolio of assets. Merely spinning off the AOL albatross will get the stock into the 30s.

Own a lot of valuable brands and seems very underpriced and beaten down...should make a turn around

This company never fails to not impress. In the last 30 years they've blown enough opportunities for any ten similar size companies. They lost control over portions of their film library in the mid-20th century and had to buy out Turner to get it all back. They sold Atari for pennies on the dollar compared to what it would be worth now (think Sony-type synergy). Also passed up a chance to help Atari's founder create the company that became Chuck E Cheese. Pathfinder could have been a top-ten Web destination if TWX had stuck with it back in the day. Online content from magazines, television, and movies has not been integrated with AOL the way it was supposed to when the two companies merged. And selling the WB music company blew their chance to integrate it with AOL to form a challenger to Apple and iTunes. Without decent integration and synergy, the individual parts of TWX are worth much more on their own than they are tied together.

Poor Time Warner. Nothing, it seems, it does gets any respect by the market. With analysts still fixated on AOL, the success of the television, movie, print and production businesses get scant attention. It may take a while for the albatross of AOL to slip off it's neck, but one day TWX will soar again.

AOL's AIM service is hot among Tweens and Teens whose. Especially with MySpace being so controversial for parents of teens. Also, another Harry Potter movie will be coming out next year! TWX has things under control and AOL has turned a corner.

With aQuantive announcing that its billings on AOL rose nearly 300% over the first half of the year. From my experience in marketing and the online advertising space, marketers follow the leader like lemmings. More billing will come AOL's way in 2007, raising the TWX boat.

I Believe this company got much more where to grow on the internet...the amount of users enjoying entertainment online (music, films) just getting bigger and bigger and the websites of Time Warner attracts a lot of customers...happy ones too! :-)

This is almost purely a personal experience pick. I used to get cable from Adelphia. Time Warner, two years ago or so, bought out Adelphia's assets in my area and thus we switched to Time Warner. In that time period, we have had to worry about losing major TV stations (recently, CBS, and extremely recently, all of Viacom's stations, which weren't removed because they came to an agreement at the last minute) at least four times. Their recent removal of stations from Erie, PA (as part of their agreement with the CBS provider in my area, we suspect, although it was stated to be on the basis that "customers wanted them removed because they were 'redundant' stations") have decimated the basic cable lineup and have mildly affected the digital cable lineup. Adelphia was bad, especially at customer service, but Time Warner, like Comcast, has a special ability to piss off customers again and again and again.

Everyone knows that AOL is basically worthless at the moment, which would explain why they're desperately trying to sell it off. There are simply much better products out there than their TV and internet offerings, namely FiOS, which I expect will gradually siphon off some of Time Warner's market share as their more savvy consumers get fed up with them. I don't know anyone who uses their phone service. Their filmed entertainment division is really the only thing that's very successful, and that alone is not enough to make up for their shortcomings in everything else.

From what I can see, Time Warner will be nothing more than Warner Bros. soon enough. Everything else they offer is a fossil. Verizon and AT&T are the only major communications companies that are offering true 21st century technologies, such as fiber optics or mobile phone service. Unless Time Warner finds a way to transport itself from 1996 into 2009, this dog's going nowhere.

Oct 06, 2006 (M2 PRESSWIRE via COMTEX) -- City of Industry, CA - Internet Service Provider industry alert provided by U.S. Equity News. Time Warner Inc.'s (TWX) AOL on Wednesday released computer software called OpenRide, which makes available four of AOL's popular Internet features at the same time on the same computer screen. The software, once downloaded onto a computer, creates an Internet browser that's carved into four separate screens so users can Web surf, send AOL instant messages and emails and watch videos, listen to music or look at photographs without launching additional applications, according to a frequently asked questions section about OpenRide found Tuesday on the AOL Web site. EarthLink (ELNK) recently announced it will host a conference call on Thursday, October 19, 2006, at 8:30 a.m. EDT to discuss its third quarter 2006 financial results. The earnings press release will be issued at 7:00 a.m. EDT. EarthLink chief executive officer Garry Betty and chief financial officer Kevin Dotts will lead the call. EarthLink has earned an award-winning reputation for outstanding customer service and its suite of online products and services.

It's about time for AOL to break out.....

Broadly diversified - cable, movies, news - and own monopolies in many markets where they operate. Despite monopolies, reputation for good management - Icahn's influence positive, unlike IMCL - and top quality services. I'm bullish

TWX has been a turnaround story for the last 1 to 2 years. An I believe the turnaround has begun based on fundamental inprovements in business model I.E. Cable assets, Media Assets, and Internet assets.. Growth in all three major areas will be seen in 07'.

seasonal stock, historically better over the Holidays

reorganization and spin off of AOL

The cable business ipo will eventually payout big, potentially a spin off or two outside of that makes this attactive.

Continued growth will push the stock up. P/E less than 15.

Just became part of OnLive gaming console, which should be HUGE later in 09 and is very attractive at these prices. Buy $7-$8!!!

The only way to unlock value in TWX is to spin off AOL. Time Warner will continue to drag their feet on this necessary move and AOL will continue to struggle to compete against Yahoo & Google.

I would like to see Time Warner get a fire under it. New era new ways of doing business.I think that they will but I'll give them a year. It wouldn't hurt my feelings if was wrong on this one as I like the company.