Jeffrey Logsdon
Jeffrey Logsdon
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Go back three Olympics, you were broadcasting four or five hours a day, instead of 15 hours a day, but you still had same expense to cover the Olympics,
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There are just under 4 million shares short right now, so there's some pain out there for somebody.
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There is a big part of the prime demographic that key 18- to 49-year-old market that is hungry to sample this model. Not everyone can do appointment viewing when ABC decides to put a hit program on. So the convenience factor is becoming a driving force in the filmed entertainment business right now. This is going to get Disney a great sample of what people want, and if they're willing to pay for it.
abc becoming business decides disney driving entertainment factor force great hit hungry key market pay people prime program sample viewing willing
There is a big part of the prime demographic ù that key 18- to 49-year-old market ù that is hungry to sample this model. Not everyone can do appointment viewing when ABC decides to put a hit program on. So the convenience factor is becoming a driving force in the filmed entertainment business right now. This is going to get Disney a great sample of what people want, and if they're willing to pay for it.
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MTV's constituency is probably more accustomed to outlandish behavior than the prime demographic for a Super Bowl audience. Wall Street would look at that (the controversy and any fine) more as a one-time event, not as a change in underlying earnings power.
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Because ratings were down in a high-single digit level, concerns are about the up-front advertising market, which may be soft, perhaps more for ABC than others. I think analysts have gotten nervous.
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Monday Night Football is a television institution, if not a cultural institution, ... It's not unlike '60 Minutes' trying to go to '60 Minutes II.' It never really captured the audience.
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Management makes a very impressive presentation of taking this company and building what is arguably the last pure-play franchise in the filmed entertainment business. Certainly the chairman of the firm has a history of turning companies around, and there's no reason to think he won't do that here too.
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I think they've set the stage in a very positive fashion to now be judged on their fundamental performance as opposed to the historical nightmares relative to the merger and online division.
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I think cost-cutting is an element of Fox thinking, if you listened to Rupert Murdoch's last few diatribes to Wall Street, ... The cost/rating benefits equation didn't make it onerous to let him go early.
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It could be a major coup for Disney to re-enliven their animation franchises.
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He's been such a lightning rod for criticism, oftentimes for things that were clearly not in his purview to make better. If theme park attendance goes down because of 9/11, is that Michael's fault?
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Historical studies would probably show you could get a 10-to-15 percent boost in revenue for the top film of the year, and it drops off precipitously from there.
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It's really a make-or-break situation. You get a good initial flow through your advertising effort and ... you know you capture a significant amount of business early.