My gut instinct is they need to do something in the $350 million range to be seen as 'Disney's on its way back in animation,'
From the standpoint of earnings, (Disney is) clearly outperforming. The main place was in theme parks where clearly the 50th anniversary (of Disneyland), and the revenues and profits coming in from Asia made a difference in the quarter.
What matters is how these two 2006 films are going to perform relative to expectations and whether there is going to be a secondary offering after June 1 triggered by Paul Allen.
Going direct over a broadband (Internet) connection is a very smart business and I think you'll see other broadcasters follow suit.
Going direct over a broadband connection is a smart business and I think you'll see other broadcasters follow suit. This continues to bolster our view that you should be investing in content and programming over pure distribution like cable operators.
The good news was that growth exceeded expectations and guidance was solid for 2006, ... And with the poison pill extended, they have extinguished the investor concern about the Liberty stake, putting this issue firmly in the past.
They are aggressively buying their way into an Internet strategy from nowhere three months ago. They're going after Web properties that mirror the demographic of the viewer of The OC ... (following) the activities of what those same consumers do online.
They are aggressively buying their way into an internet strategy from nowhere.
That's interesting, that it's not just Shari that's going to sit on both boards.
This legal peer-to-peer music trading is going to be something you'll see a lot more of.
They're going after Web properties that mirror the demographic of the viewer of The OC ... (following) the activities of what those same consumers do online
I'm certainly pleased they are extracting cash from a non-core asset. The actual value they are attaining for it ... is unclear as it depends on how Citadel shareholders react.
Clearly the revenue numbers were better this quarter but I'm not sure that's relative to expectations for the year.