LilSimba
02-12-2004, 05:53 AM
I've been reading about the takeover bid... And I really do see potentially good things.
1) Eisner's out. The drums of war on him are being pounded loudly. He stands little chance now.
2) Comcast wants ABC/ESPN. They want the cable TV negotiating power. So let's assume Disney sells it...
3) Disney's unloaded of what they've had bad fortune managing. Suddenly, there's this money! So Disney can buy...
4) Pixar! And quite possibly recruit Steve Jobs as CEO of Disney. But that's not all.
5) Steve Jobs recognizes talent when he sees it and gives only good-taste guidance. He knows what his customers want, and quality rarely takes a backseat with him. So we see better management structure come into play at Feature Animation and other core businesses like Attractions. In the right hands, quality will win. Dollars will flow, Investors are happy. Fans are happy. Roy is happy. Disney's a healthy company again and can get back to it's principal businesses. Comcast is happy to be freed from it's ESPN problem. Other cable companies... They're not going to do so well.
*) Wildcard: Disney Consumer Products, The Disney Store, Disney Theatrical, the relationships with Euro Disney SCA and Oriental Land Co., and the cross-ties between the business units that would be severed and others (Like "Who Wants To Be A Millionaire... Play It!").
That whole idea above is partially predicated on Comcast being the eventual buyer. But if some other cable company wanted to buy out the Media Networks division of Disney... It'd probably still be for the best. A less cluttered Disney will grow better and can be managed better. And has much less cross-liability. And Media Networks really never integrated well into Disney anyways, so it'd hardly be painful. Bad things could be undone through this in good ways.
Please don't get too uppity. I haven't thought the whole thing through and I know it. Just hypothetical.
Just a thought
-LS
1) Eisner's out. The drums of war on him are being pounded loudly. He stands little chance now.
2) Comcast wants ABC/ESPN. They want the cable TV negotiating power. So let's assume Disney sells it...
3) Disney's unloaded of what they've had bad fortune managing. Suddenly, there's this money! So Disney can buy...
4) Pixar! And quite possibly recruit Steve Jobs as CEO of Disney. But that's not all.
5) Steve Jobs recognizes talent when he sees it and gives only good-taste guidance. He knows what his customers want, and quality rarely takes a backseat with him. So we see better management structure come into play at Feature Animation and other core businesses like Attractions. In the right hands, quality will win. Dollars will flow, Investors are happy. Fans are happy. Roy is happy. Disney's a healthy company again and can get back to it's principal businesses. Comcast is happy to be freed from it's ESPN problem. Other cable companies... They're not going to do so well.
*) Wildcard: Disney Consumer Products, The Disney Store, Disney Theatrical, the relationships with Euro Disney SCA and Oriental Land Co., and the cross-ties between the business units that would be severed and others (Like "Who Wants To Be A Millionaire... Play It!").
That whole idea above is partially predicated on Comcast being the eventual buyer. But if some other cable company wanted to buy out the Media Networks division of Disney... It'd probably still be for the best. A less cluttered Disney will grow better and can be managed better. And has much less cross-liability. And Media Networks really never integrated well into Disney anyways, so it'd hardly be painful. Bad things could be undone through this in good ways.
Please don't get too uppity. I haven't thought the whole thing through and I know it. Just hypothetical.
Just a thought
-LS