Richard Greenfield
Richard Greenfield
Richard Greenfieldwas an American publisher...
bear fruit question relationship remains whether
The question remains whether the price/value relationship is going to bear fruit for Disney.
clearly company game jury needs question video whether
Clearly the question is how to participate in young people's fascination with video games. But the jury is still out as to whether a company needs to own a video game business.
biggest business calls drivers early industry overall question stage supposedly
(Digital music) is a business that's supposedly at a very early stage of its development. When one of the biggest drivers of this story stalls out so early, it calls into question the overall industry business model.
confuse disney fare growth investors next question rate recovery year
Don't confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.
assess base deal difficult earnings impact investor movies original since tough trying visibility
Trying to assess the earnings impact of a deal is tough since having no visibility makes it difficult to forecast. The investor base has no idea what the 2007, 2008 and 2009 original movies will be like.
company create hard media race search thinking third whether
Every media company should be thinking long and hard about whether search is just a two-horse race or if they could potentially create a third horse.
act age age-and-aging annual board corporate disney following force governance large public quickly scrutiny vote withhold
The public outcry following a large withhold vote in this age of corporate governance scrutiny may force the Disney board to act quickly after Wednesday's annual meeting.
moving near pieces shares time
There are a lot of moving pieces right now. I think all of them bode well for Time Warner shares in the near term.
capital honestly legal saved themselves whether
If this is legal they've saved themselves a lot of capital expenditure. But whether this is something that can be rolled out system-wide legally, I honestly don't know.
acquiring disney espn increases price
Mitigating the price increases of ESPN is not something Comcast has to do by acquiring Disney now. It's now something that's just happening,
larger return
One of the things they'd like to do is return more to shareholders, and ... a larger buyback makes a lot of sense at this point.
area companies growth losing media online presence risk search
Online search is an area where advertisers are moving. Big media companies need to be there. They must have a more significant presence or they risk out losing on a big growth opportunity.
espn financial nobody
Nobody could have anticipated how much of a financial juggernaut ESPN would become.
doubling stock
More than doubling the stock buyback will be encouraging to investors,