Harold Vogel
Harold Vogel
gas good higher indication marketing ok period price prices program quite strong
They've come through this higher gas price period quite well. They had a very strong marketing program for Disneyland's 50th anniversary. This will be a good indication that as long as gas prices don't go up too much more, that things will be OK over there.
decent wise
He did it the honorable, wise and decent way,
five shake
Five years from now, we'll have a much better idea of how it will shake out.
capitalize espn reason sounds
It sounds like they want to capitalize on the ESPN brand, ... There's no reason it could not be done.
active adjustment fairly jobs known lengthy quite sit steve
It may be a fairly lengthy adjustment process. Steve Jobs is known to be quite active in everything he does - he won't sit back quietly.
smoothed
He's done it in the right way. He's smoothed all the ruffled feathers.
management meet messy reality resistance standpoint top
In reality, that was going to be very messy from an antitrust standpoint and meet a lot of resistance from the top management at Hasbro. That was a whole different story,
difficulty films generate percent project top
They'll project how much each film can generate. The difficulty is, probably only the top 10 films generate 80 percent of the income.
favor mean vote
Just because some of the shareholders get to vote doesn't mean they'll vote in favor of Hilton,
ahead business moving stuck technology
Technology is moving ahead with or without them, and if they don't try to find a new business model, they're going to be stuck with the old business, which is in decline.
anyone buy last reason rush sell stock
Altogether, I think it's very solid. I don't see anything that would make someone rush out and buy stock over what they had last night, but at the same time, there's no reason why anyone should rush to sell it either.
appreciation clear consider generate giant imagination leap selling sold stock time
It wouldn't be a giant leap of imagination for them to consider selling all of it. Even if they sold all of it, it's not clear that will generate significant stock appreciation for Time Warner.
certainly couple major next stage
It's certainly a very important moment. This is his first major transaction and it will set the stage for at least the next couple of years.
act assets good high job quite spot
We have been very high on ITT for quite a long time. And we think the assets are very valuable. And for him to spot it and act on it is very important and suggests that he is doing a very, very good job for Hilton.