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Wednesday, August 02, 2006

Through TheFLY's Eyes: Time Warner Inc.

from Theflyonthewall.com







Continues To Flat Line

Time Warmer's (TWX) stock price mirrors its revenue growth: no revenue growth, no stock appreciation. While free cash flow growth is outstanding, the investment community wants to see revenue growth.


* Revenue growth + 1%

* EBITDA growth + 7 %

* Free cash flow growth +18%


Management does not seem to have enough growth initiatives in place to get the top line moving. After the Adelphia deal is completed, the investment community might start screaming to get an executive in charge who knows the media and entertainment business.


At 11:00, TWX management will be reviewing its AOL strategy with the investment community, we will see what they have to say.

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