Rich Greenfield
Rich Greenfield
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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
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This legal peer-to-peer music trading is going to be something you'll see a lot more of.
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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.
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Going direct over a broadband (Internet) connection is a very smart business and I think you'll see other broadcasters follow suit.
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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.
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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.
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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.
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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.