Altogether, I think it's very solid. I don't see anything that would make someone rush out and buy stock over what they had last night, but at the same time, there's no reason why anyone should rush to sell it either. |
Basically, he's looking backwards, |
Cable carried the ball for everything during the quarter--That's the way they've been for a long time now. |
Five years from now, we'll have a much better idea of how it will shake out. |
He did it the honorable, wise and decent way, |
He's done it in the right way. He's smoothed all the ruffled feathers. |
I don't think we've seen the end of it...$300 million may not be enough, |
In reality, that was going to be very messy from an antitrust standpoint and meet a lot of resistance from the top management at Hasbro. That was a whole different story, |
In this case, I'd doubt it's that much. I'm guessing $10 million. |
It has been the year for video on demand for the last 20 years. But this time it might actually be real. That doesn't mean that it's going to sweep the world, but things are finally falling into place. |
It is a niche product, |
It may be a fairly lengthy adjustment process. Steve Jobs is known to be quite active in everything he does - he won't sit back quietly. |
It something Disney had to do. It's good for both companies. |
It sounds like they want to capitalize on the ESPN brand, ... There's no reason it could not be done. |
It wouldn't be a giant leap of imagination for them to consider selling all of it. Even if they sold all of it, it's not clear that will generate significant stock appreciation for Time Warner. |