News Round Up 2017

[Sweettears]

ok but why wouldnt Disney just buy Verizon if anything why wouldnt they buy a company instead of be bought by a company?

It's about market cap and who is the biggest gorilla.

 

[lockedoutlogic]

ok but why wouldnt Disney just buy Verizon if anything why wouldnt they buy a company instead of be bought by a company?

So are you under the impression that disney has bigger pants?

I remember similar comments in 2003 when Comcast did the takeover bid...people scoffed as if they were "small"...

But the truth is they could have gobbled them up without too much trouble...

One of the worst days in disney management (good for us) history was when Comcast decided to be a real theme park operator...cause they have deep pockets. Verizon is closer to them Than disney.

Some people go to Disney...EVERYONE has cable, a cell phone and the internet.

Truth be told...I would want Brian Roberts to be the CEO of Disney...like yesterday...

...but it would be a demotion for him.

Verizon could buy Disney with Wall Street maneuvering. The fact the rumor is out there proves it's a possibility - though unlikely to happen - and that shouldn't be doubted.

A lot of rumors are crap (as we all well know)...but financial rumors don't happen if the money isn't at least theoretically there.

 

[MissGina5]

So are you under the impression that disney has bigger pants?

I remember similar comments in 2003 when Comcast did the takeover bid...people scoffed as if they were "small"...

But the truth is they could have gobbled them up without too much trouble...

One of the worst days in disney management (good for us) history was when Comcast decided to be a real theme park operator...cause they have deep pockets. Verizon is closer to them Than disney.

Some people go to Disney...EVERYONE has cable, a cell phone and the internet.

Truth be told...I would want Brian Roberts to be the CEO of Disney...like yesterday...

...but it would be a demotion for him.

Verizon could buy Disney with Wall Street maneuvering. The fact the rumor is out there proves it's a possibility - though unlikely to happen - and that shouldn't be doubted.

A lot of rumors are crap (as we all well know)...but financial rumors don't happen if the money isn't at least theoretically there.

I am not saying that the money isn't there because I am sure it is. I just think Disney could work something out with maybe a smaller tech group. IDK maybe im just showing my idealism haha

 

[lockedoutlogic]

I am not saying that the money isn't there because I am sure it is. I just think Disney could work something out with maybe a smaller tech group. IDK maybe im just showing my idealism haha

Disney doesn't do tech well...people go to magic kingdom and Epcot and think it looks good so it must be wired like the Starship Enterprise...

...there's more gum and duct tape back there than ODN Conduit...

And disney doesn't like employees. They don't want to pay them one red cent if possible. That's why their professionals are underpaid. Imagine if they were the "service provider"? Call centers...skilled labor in states that actually ALLOW unions...Christmas Eve labor disputes...

...be still my heart...

 

[MissGina5]

Disney doesn't do tech well...people go to magic kingdom and Epcot and think it looks good so it must be wired like the Starship Enterprise...

...there's more gum and duct tape back there than ODN Conduit...

And disney doesn't like employees. They don't want to pay them one red cent if possible. That's why their professionals are underpaid. Imagine if they were the "service provider"? Call centers...skilled labor in states that actually ALLOW unions...Christmas Eve labor disputes...

...be still my heart...

those are fair points. If the monorail is any indication right?

 

[Sweettears]

those are fair points. If the monorail is any indication right?

I'm not sure that the monorail is necessarily a tech issue. It becomes a cost versus reward in that sinking in major bucks to fix the system doesn't produce a return. The monorail resorts are already booked near capacity at inflated rates. Where is the incentive to do anything to fix the monorail system other than necessary maintenance

 

[lockedoutlogic]

those are fair points. If the monorail is any indication right?

The monorail is an indication...because they don't want to redo/replace the system. And that is because it's an infrastructure/overhead expense that affects the quarterly stock call.

I slam iger and while MOST of my stuff is deadpan, sarcastic, or tongue in cheek...this subject is NOT.

I've seen this fish before...he's like a guy who takes over a business and sucks every penny/asset out of it till Sunday night at 11:59 pm and then locks the doors and closed the accounts Monday morning at 7.

It's all about the cash out...no long term vision.

Buying Spider-Man and Star Wars doesn't mean you have a "vision" when you beat your other kids under the umbrella for fun...

 

[TheMaxRebo]

I am not saying that the money isn't there because I am sure it is. I just think Disney could work something out with maybe a smaller tech group. IDK maybe im just showing my idealism haha

well, there have been the stories of Disney buying Netflix to get the distribution that way ...it's all about content and distribution

 

[lockedoutlogic]

I'm not sure that the monorail is necessarily a tech issue. It becomes a cost versus reward in that sinking in major bucks to fix the system doesn't produce a return. The monorail resorts are already booked near capacity at inflated rates. Where is the incentive to do anything to fix the monorail system other than necessary maintenance

Really...is there a difference?

Demurring for long term stability/value in the core business because you're too busy with the ticker on CNBC?

 

[lockedoutlogic]

well, there have been the stories of Disney buying Netflix to get the distribution that way ...it's all about content and distribution

They aren't big enough...

...and they aren't worth anything to the stock price so they'd never do it.

So we pass go and DON'T collect $200

 

[umichigan10]

So are you under the impression that disney has bigger pants?

I remember similar comments in 2003 when Comcast did the takeover bid...people scoffed as if they were "small"...

But the truth is they could have gobbled them up without too much trouble...

One of the worst days in disney management (good for us) history was when Comcast decided to be a real theme park operator...cause they have deep pockets. Verizon is closer to them Than disney.

Some people go to Disney...EVERYONE has cable, a cell phone and the internet.

Truth be told...I would want Brian Roberts to be the CEO of Disney...like yesterday...

...but it would be a demotion for him.

Verizon could buy Disney with Wall Street maneuvering. The fact the rumor is out there proves it's a possibility - though unlikely to happen - and that shouldn't be doubted.

A lot of rumors are crap (as we all well know)...but financial rumors don't happen if the money isn't at least theoretically there.

We could have cable wars in Florida. That'd be epic

 

[umichigan10]

The monorail is an indication...because they don't want to redo/replace the system. And that is because it's an infrastructure/overhead expense that affects the quarterly stock call.

I slam iger and while MOST of my stuff is deadpan, sarcastic, or tongue in cheek...this subject is NOT.

I've seen this fish before...he's like a guy who takes over a business and sucks every penny/asset out of it till Sunday night at 11:59 pm and then locks the doors and closed the accounts Monday morning at 7.

It's all about the cash out...no long term vision.

Buying Spider-Man and Star Wars doesn't mean you have a "vision" when you beat your other kids under the umbrella for fun...

As Pete said on the most recent podcast does it really need to kill someone for them to fix it? Do they really want that PR mess/lawsuit?

 

[lockedoutlogic]

As Pete said on the most recent podcast does it really need to kill someone for them to fix it? Do they really want that PR mess/lawsuit?

People tend to slack on the job when retirement is near...

 

[umichigan10]

People tend to slack on the job when retirement is near...

wish he'd just leave then. Soon. Now. Whenever.....

 

[Capang]

As Pete said on the most recent podcast does it really need to kill someone for them to fix it? Do they really want that PR mess/lawsuit?

Sadly I think it'd be cheaper for them to pay off a family after a tragedy than fix it. I think, and maybe I'm very wrong, that they'd rather tear it down than fix it. The monorail is outdated and a maintenance nightmare.

 

[lockedoutlogic]

Sadly I think it'd be cheaper for them to pay off a family after a tragedy than fix it. I think, and maybe I'm very wrong, that they'd rather tear it down than fix it. The monorail is outdated and a maintenance nightmare.

I was trying to avoid saying that...but since you brought it up...

People are "cheap" compared to the monorail system cost. They already had a horrible, public incident with bad PR and from all indications didn't flinch one bit.

 

[Reddog1134]

So are you under the impression that disney has bigger pants?

I remember similar comments in 2003 when Comcast did the takeover bid...people scoffed as if they were "small"...

But the truth is they could have gobbled them up without too much trouble...

One of the worst days in disney management (good for us) history was when Comcast decided to be a real theme park operator...cause they have deep pockets. Verizon is closer to them Than disney.

Some people go to Disney...EVERYONE has cable, a cell phone and the internet.

Truth be told...I would want Brian Roberts to be the CEO of Disney...like yesterday...

...but it would be a demotion for him.

Verizon could buy Disney with Wall Street maneuvering. The fact the rumor is out there proves it's a possibility - though unlikely to happen - and that shouldn't be doubted.

A lot of rumors are crap (as we all well know)...but financial rumors don't happen if the money isn't at least theoretically there.

Verizon is #14 on Fortune 500. Disney is #52.

 

[lockedoutlogic]

Verizon is #14 on Fortune 500. Disney is #52.

$192 bil market cap to $106...

In laymans terms: disney is worth 55% of what Verizon is...even WITH the mine train...

Fyi...in the rumor articles, the assumption is if Verizon ever did buy disney..."parks would have to go"

"Six flags over Orlando...in partnership with choice hotels"

 

[Planogirl]

$192 bil market cap to $106...

In laymans terms: disney is worth 55% of what Verizon is...even WITH the mine train...

Fyi...in the rumor articles, the assumption is if Verizon ever did buy disney..."parks would have to go"

"Six flags over Orlando...in partnership with choice hotels"

Or even better, Universal Disney.

Seriously, I've been checking this out and it seems that most doubt any changes...for now.

 

[TheMaxRebo]

Sadly I think it'd be cheaper for them to pay off a family after a tragedy than fix it. I think, and maybe I'm very wrong, that they'd rather tear it down than fix it. The monorail is outdated and a maintenance nightmare.

The PR hit though would be enormous if a family died on the monorail after the report of a piece falling off, etc

And I know their minor rails are expensive and high maintenance cast - but how come other places seem to have some form of a monorail and don't have issues with upkeep. I mean, my local zoo has a monorail that goes out over where the animals are - it not as impressive as Disney's system but why can they maintain it so well and Disney can't? What makes Disney's sooooo much more expensive than other systems?