1. Disney's plans for the future don't seem to be in the direction of the cruise market. They are the best in the parks business, but with only two new ships coming for the next 5 - 10 years doesn't tell me they are really aggreesive in the cruise industry.
2. Disney does mostly their own products. Dreamworks is not an RCI product but contracted. I am not sure Disney is the best in every thing they put out. Clearly the Dreamworks contract will put RCI over the top, along with their new ships, in the cruise industry. I am sure that contract is complex and costly. My point was that Disny is so much self-produce orientated that they don't have to negotiate with outside companies for service. They can be arrogant, I have no problem with that, with who they deal with and they probably are. I am not sure they have such a large audience for the cruise industry.
3. Just Carnival and RCL will have built over 10 ships between 2000 and 2015. Not sure what the other cruise lines are building. Between 2000 and 2010 the two cruise lines have launched approximately 10 new ships, not counting the other lines. In the same period of time Disney will have launched 2 new ships with no plans for any after that. RCL has two other ships, which I know of, that will be launched before 2015 and I don't know about CarnivaL. Celebrity and NCL also have ships in the building process. To me clearly, Disney plans to play for its small audience in the cruise world. Of course the load factor is way up on DCL because they only have 2 small and older ships cruising and the demand for a cruising vacation is so high. Disney does have its audience and it is the younger children with its characters. However they only draw less than 2% of the cruise market. I really don't care what the media says about the ships. That is all talk and print. The real factor, in business, is what cruise line is selling cruises. The higher percentage, Carnival 52% and RCI 48% are approximate figures, will usually point to the most progessive of that particular field.
4. I would think if RCL and Carnival are building ships and their revenues are remaining steady that is a good thing. If revenues start dropping and you are building that may be a bad sign. DCL ships are not indestructable. They suffer from wear and will eventually be worn out like all the other ships. There are many reports on the DISB's about strange smells in the rooms. The Magic and the Wonder have shown signs of wear in some of their break downs over the past years.
2. Disney does mostly their own products. Dreamworks is not an RCI product but contracted. I am not sure Disney is the best in every thing they put out. Clearly the Dreamworks contract will put RCI over the top, along with their new ships, in the cruise industry. I am sure that contract is complex and costly. My point was that Disny is so much self-produce orientated that they don't have to negotiate with outside companies for service. They can be arrogant, I have no problem with that, with who they deal with and they probably are. I am not sure they have such a large audience for the cruise industry.
3. Just Carnival and RCL will have built over 10 ships between 2000 and 2015. Not sure what the other cruise lines are building. Between 2000 and 2010 the two cruise lines have launched approximately 10 new ships, not counting the other lines. In the same period of time Disney will have launched 2 new ships with no plans for any after that. RCL has two other ships, which I know of, that will be launched before 2015 and I don't know about CarnivaL. Celebrity and NCL also have ships in the building process. To me clearly, Disney plans to play for its small audience in the cruise world. Of course the load factor is way up on DCL because they only have 2 small and older ships cruising and the demand for a cruising vacation is so high. Disney does have its audience and it is the younger children with its characters. However they only draw less than 2% of the cruise market. I really don't care what the media says about the ships. That is all talk and print. The real factor, in business, is what cruise line is selling cruises. The higher percentage, Carnival 52% and RCI 48% are approximate figures, will usually point to the most progessive of that particular field.
4. I would think if RCL and Carnival are building ships and their revenues are remaining steady that is a good thing. If revenues start dropping and you are building that may be a bad sign. DCL ships are not indestructable. They suffer from wear and will eventually be worn out like all the other ships. There are many reports on the DISB's about strange smells in the rooms. The Magic and the Wonder have shown signs of wear in some of their break downs over the past years.