tiggerstheman1
Earning My Ears
- Joined
- Nov 10, 2000
I was thinking about 2 things (any more and my brain begins to smoke and make all sorts of "clinking" sounds that annoy the dog).
First, if Disney may be entering a "changing of the guard" phase similar to the early 80's, then what else is similar to that time?
- company stock lower than in the last 6 years? But so is everyone else's
- failing films and not a lot of successes?
- not showing a desire to lead, but instead showing a bunker mentality?
Second, I was reading Keys to the Kingdom and remember something from the book. Eisner and Wells couldn't help but succeed because there was so much money to be made that the previous leadership was sitting on to "protect the brand". One line said that behind every door they opened was money.
My opinion is that there are a lot of similarities in management from the early 80's versus early 21st century. In order to do what Eisner/Wells did when they took the reins, the next suit is going to have to find a pile of untapped money. Where is it? Some would say the parks is the untapped money because they have always been cash cows. However, the 80's turnaround wasn't just building parks, it was more. I'm not sure where this great untapped source of new revenue exists. It seems to me that Eisner/Wells just found that there was merchandising to exploit and they did it. The Home Video angle was the biggest change. Well, that's been tapped and tapped, and tapped for sequels, and then tapped some more.
I really think Disney management has stagnated. They rely on Pixar for their hits and buy Pooh to give them new characters, only make part II's for DTV, and then embroider everything that doesn't move.
So I put it to the loyal members of the board - in order to turn around Disney along the lines of Eisner/Wells (if not surpass them) what is going to be the great untapped bounty of revenue that Mikey/Pressler has overlooked?
TTM1
First, if Disney may be entering a "changing of the guard" phase similar to the early 80's, then what else is similar to that time?
- company stock lower than in the last 6 years? But so is everyone else's
- failing films and not a lot of successes?
- not showing a desire to lead, but instead showing a bunker mentality?
Second, I was reading Keys to the Kingdom and remember something from the book. Eisner and Wells couldn't help but succeed because there was so much money to be made that the previous leadership was sitting on to "protect the brand". One line said that behind every door they opened was money.
My opinion is that there are a lot of similarities in management from the early 80's versus early 21st century. In order to do what Eisner/Wells did when they took the reins, the next suit is going to have to find a pile of untapped money. Where is it? Some would say the parks is the untapped money because they have always been cash cows. However, the 80's turnaround wasn't just building parks, it was more. I'm not sure where this great untapped source of new revenue exists. It seems to me that Eisner/Wells just found that there was merchandising to exploit and they did it. The Home Video angle was the biggest change. Well, that's been tapped and tapped, and tapped for sequels, and then tapped some more.
I really think Disney management has stagnated. They rely on Pixar for their hits and buy Pooh to give them new characters, only make part II's for DTV, and then embroider everything that doesn't move.
So I put it to the loyal members of the board - in order to turn around Disney along the lines of Eisner/Wells (if not surpass them) what is going to be the great untapped bounty of revenue that Mikey/Pressler has overlooked?
TTM1