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Re: The Original dpb5! post# 2181

Thursday, 02/12/2004 10:17:32 PM

Thursday, February 12, 2004 10:17:32 PM

Post# of 2238
RE: What's in it for COMCAST?

In a nutshell, what's in it is this:


DIS is a good target. Financially, they're safe - command-wise, they're in disarray.

If you'd ever plan for a quick kill on a lucrative pray, now is it!

Eisner has hurt Disney, but they're more wounded on the soul than on their livelihood. This is the best opportunity to make use of their internal weakness. It could be 25 years before a similar opportunity arrises, again.

Comcast does the right thing, from a business strategic point of view.

That is not to say that Disney should bow and accept, nor that a sell is in their interest. But you can't blame Comcast for trying...

KD


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