But more than a lack of guidance is a lack of communication, really, |
For a company like DreamWorks, one big disappointment can have a big negative impact on performance. |
I think they're looking to align themselves with a much bigger player and I think that means someone tucking in Imax within a bigger corporate structure that can then help them ... attain some of these goals. |
I would be very surprised, given the box office slate, if we won't see positive comps for them in the third quarter. |
Something has to happen soon. |
The big revenue drivers this year are the 'X-Men' movie and 'Curious George'. They're very optimistic. |
They're up right now about 2 percent on top of the three percent on Friday. A lot of people anticipated the win. |
We're talking about a company that's in transition on all fronts. |
What really drives the stock is merchandise sales and that is largely stimulated by theatrical releases. And all my media sources, including those at Toy Fair, were positive about the Fantastic Four movie. |
When you're competing with such bigger companies and trying to fight so many battles, you're still a small fish in every large pond. You can be successful maybe in one pond or two but not on all fronts. |