Time Warner, Inc. (NYSE:TWX)

finally coming back leaner and better mgmt

Owns lots of valuable content and the cable assets are increasing in value with triple play opportunity

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'.

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.

Reasonable valuation, cable assets are a huge plus. AOL turnaround in progress

1) Content is King and they've got it.
2) Cable / convergence is attractive.
3) Bold moves to re-make AOL biz model intriguing and encouraging.
4) Content is King!

Cable is going to pay for my kid's college. These guys are finally getting their act together. I would buy Comcast too, but psychologically I'm wounded by it and figured there are enough good choices out there to satiate my needs... Good luck. TWX will outperform - you heard it here first, if not already somewhere else.

Contrarian turn-around call. Cable IPO. Change in business plan for AOL. Selling magazines. Seriously undervalued compared to other media companies. New dividend. Big buy-back. Really nowhere to go but up from here.

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.

TWX will continue to underform until the board of directors deside to dismiss the CEO (who"s rediculously overpaid) and hires someone competent to lead.

going to 23

comeback trail

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.

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

Cable is a gem, specially with triple play. Sum of parts (all businesses) < Current valuation.

The break-up value is still around $24. AOL is being discounted by the market. Icaan will continue to pressure the company to create shareholder value.

AOL is beginning to turn around and attract its past users. The Time Warner Cable business should do well as well.

Unusual stock activity

I think they're getting their debt under control and AOL's new free service seems to be attracting more registrations than expected.