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MarketFoolery

MarketFoolery: 03.13.2012

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 13 March 2012

⏱️ 20 minutes

🧾️ Download transcript

Summary

Who will win the battle for your television? What does the latest news on fracking mean for natural gas stocks? Will investors get burned by Amazon’s Kindle Fire?

Transcript

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0:00.0

It's Tuesday, March 13th, and this is a market foolry.

0:05.0

I'm Chris Helen joining me in studio today for Motleyville Stock Advisor, Jason Moser

0:09.0

from Motleyville Inside Value, Joe Meager, gentlemen, good to see you.

0:12.0

What is Intel doing? Joe, you Joe

0:13.9

Joe meagre gentlemen good to see what is intel doing Joe he kind of got a party worked up the

0:16.4

have even asked the question yet Chris let me do relax let me finish the

0:19.3

intro we're gonna talk about fracking we're gonna talk about tablet computers but as Joe just telegraph, we're going to start with Intel.

0:26.0

Wall Street Journal today reporting that Intel has held preliminary talks with entertainment companies recently about creating a service for accessing

0:35.4

television shows over the internet.

0:38.0

Joe, it sounds like you're all for this idea.

0:40.7

You think that I'm reading between the the lines it sounds like what you're saying

0:43.8

is this makes perfect sense for Intel. They're a big tech company, they've got the

0:48.2

cash, this makes total sense. Am I right? This is almost as smart a master stroke as when Coca-Cola acquired

0:55.9

Columbia Pictures. It was an obvious strategic fit with their long-term plans and with their abilities.

1:01.6

Beverages, movies, yeah.

1:02.9

Look, there are a lot of people who are going to make a lot of money distributing content

1:06.4

and there are already a lot of companies that do that.

1:08.7

One of them is Comcast, and other is Netflix and, you know,

1:12.0

whether or not it makes money is a little more debatable.

1:14.7

But it's in the game and it's working through there and it will be for a long time.

1:18.4

Intel has zero experience with content.

1:21.8

It doesn't have any experience or relationships on distribution of software. experience with

...

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