Tom Wolzien
Tom Wolzien
access buying disney further investing online
Disney will need to have access to the home, through the Web, by buying Yahoo! or investing further in online operations,
clear dvd few phenomenal question revert sales strong sustain titles transition video
It's pretty clear they can't sustain where they've been. But the underpinnings for strong video and DVD sales are there and they've had a phenomenal run. The question is are they able to transition from these to other titles or will they have a few years where they revert to the mean.
exit hang tough
It may give them an exit strategy, but if you want to hang around it'll be a tough go.
aol balance company earnings fall following fox good hit huge job managing nicely release revenue year
They've done a good job of managing the release schedule. What the company has done is balance it out very nicely so you don't have a huge hit to earnings from the fall off in revenue following a blockbuster. The year after Fox had Titanic, it had nothing. We'll see how long AOL can keep this going. Nobody's ever done it forever.
ok several stopped
There's a sense they've done OK with several shows, and stopped the hemorrhaging.
advance economy information overall
Any information on advance bookings, with the economy and the overall uncertainty, is important.
historical start stuff thinking throws ways web
The Web throws all the historical ways of thinking about this stuff out the window. If I were going to start something today, that's what I'd do.
changes hold massive wait
I'll wait and see. I wouldn't hold my breath. You'd need massive changes in regulations to do that.