BTIG’s Richard Greenfield wrote this morning that now Comcast has finished its acquisition of NBC Universal it should set its sights on Starz (requires free registration) for a few reasons:
- Universal’s movie deal with HBO will be up in a few years and if Comcast bought Starz it “could keep the content for themselves” rather than licensing it to HBO.
- Comcast could leverage Universal studios to create more original programming for Starz
- Hurt Netflix by refusing to license digital rights to Starz Content
If you’re interested in these kind of topics, it’s well worth the read and the time spent on registering if you’re not already.