The Goldman Sachs Communacopia XVIII Conference has wrapped up day two of the three-day CEO-fest. Here’s a sampling of notable comments from the conference, including Time Warner’s Jeff Bewkes, IAC’s Barry Diller, Comcast (NSDQ: CMCSA) CFO Michael Angelakis and others.
– Duking it out over TV Everywhere: The appearances by Disney (NYSE: DIS) CFO Tom Staggs and Time Warner (NYSE: TWX) CEO Jeff Bewkes were a day apart, but their separate presentations could be seen as part of a continuing debate over the “TV Everywhere” broadband video initiative Bewkes has been championing. Disney is seen as a major holdout, because it wants additional compensation for streaming their shows. Bewkes rejected that, saying, “[The content providers are] not the ones who are going to the effort and expense of making this possible,” he remarked. “The ones that are making this possible are the distributors — the telcos, the satellite companies, the cable companies.” (MarketWatch)
– An IPO is possible for Vivendi’s NBCU stake: Or NBC Universal (NYSE: GE) parent General Electric might decide to buy out Vivendi’s 20 percent stake in the media company, mused CEO Jean-Bernard Levy. He insisted there has been no decision and that selling its stake was a worst-case scenario.
– Comcast considers TV And Voice Services Over WiMax: Comcast said it may start allowing subscribers to watch TV programming on mobile devices, said CFO Michael Angelakis. However, he added that it