Move quickly to counter and beat the AOL/Time
Warner - It is in Disney's best interest to get maximum
value for our shareholders, therefore why not an
internet based company merger like a CMGI/Yahoo???????
What do you think. Any thoughts, I'm sure people are
thinking about options here.
henry144. Been holding DIS since last Sept, when it hit its all time high; and like you watched it sink--then rise--then sink--etc. Glad to see its FINALLY movin' on up!
It's nice to see that dis has a pulse. There
hasn't been this much interest since the last stock
split in the summer of 1998, when I bought the stock. I
have watched my dis investment decline almost from the
day I bought it, and have been tempted more than once
to sell it. I held on for the very reason you
mentioned. I think that this company will come back. It just
might take another year.
This enthusiasm is not the reason for the price
movement. The reason for the price movement is that AOL has
told the investment community how much of a premium a
media company is worth. That will not go away. You can
rest assurred that Disney would garner AT LEAST the
premium that Time Warner is garnering. We will all take
that to the bank.
Disney does not need an Internet company; they
already bought that in Infoseek; now GO. What Disney AND
GO will both need is broadband, or cable. AT&T has
the cable. Time Warner also has the cable which is
why AOL is buying them. Make no mistake, it is all
about (1) Content, (2) Bandwidth, and (3) Internet.
Disney has (IMHO) it all over the new AOL/Time Warner in
(1) and (3) above. Disney is lacking significantly in
(2) or Bandwidth. Look for Bandwidth to be the root
of any future big deal Disney may get involved in,
for what good is the content and Internet if you
don't have the bandwidth?
Look for Michael Eisner and Barry Diller to
Disney will buy USA in a stock
Disney would then have USA Cable Network,
channel and the Home Shopping Club Network as well as USA
television and movie studios.
Disney would then need
to strat a new venture investment with a cable
This is a good deal. Barry Diller could be named No. 2