The next 12 months are going to be very trying on Disney`s bottom line.
I think it`s going to be very bad for their stock tomorrow. But the fact that they decided to hold a conference call for the first time indicates they are going to be more open with Wall Street in the future, which will help.
This raises awareness and gives Disney a physical presence in China. It is a great beachhead for promoting the Disney brand.
You can find a lot of entertainment stuff in there, a lot of restaurant reviews that might not necessarily be part of the restaurants that are recommended by hostels or tourist agencies,
It`s a Darwinian experiment. Viacom is hoping that one or two hosts will be as popular as Howard. But Howard is a unique talent and he has loyal advertisers.
This is an example of his excellent management of Steve Jobs, and finding common ground between Disney`s objectives and Jobs` objectives.
It appears that Clear Channel has created value with the spin-off.
Our guess is, it means the board of Time Warner has decided definitively to sell a piece of AOL, and that has upset Steve Case,
Bob Iger`s highest priority in our view is to re-establish Disney and its affiliates as the pre-eminent source of animated film.
We think it is imminent that you will get a new Pixar-Disney deal.