Reliance ADAG is still in JV with DreamWorks - the initial media reports suggested that this JV might also suffer. With Disney taking 10% distribution fee (instead of 8% with Universal) and DVD sales plummeting, it is hard to see how Ambani makes money on this.
Washington Post is quite interesting - its newspaper business is declining, but the decline is lesser than peers. It also owns a cable business, and its education business (Barrons etc) is also quite strong. Need to look at it more closely.
Also need to look at Microsoft. Anecdotally, Windows 7 is a real improvement on anything Windows has offered so far. The replacement cycle for Vista never really happened. Microsoft stock used to run up in anticipation of new releases, but who knows what happens this year. 10% PC market decline, and mix shift to low priced notebooks is clearly -ve.