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Re: Threejack post# 1275

Friday, 01/19/2001 11:48:35 PM

Friday, January 19, 2001 11:48:35 PM

Post# of 2238
Threejack & Blair

Blair, thanks for clearing up something I'd always wondered about. I had rather thought that computer monitors offered higher resolution than TVs. Now I know it for a fact. May I also add to your techno-babble-input-output-S-video-RF stuff that one can buy a TV tuner card for your PC. With the oncoming necessity for broadcasters to offer a certain amount of HDTV programming, the computer might be a better alternative to viewing such (if you're looking for that kind of quality) than the prospect of spending megabucks on an HDTV.

This, of course, also adds a new aspect to the possibilities of convergence, no?

Threejack - You've made some very good points. This most recent one:

Also, we don't know that the Miramax trials offering the full feature movie pay-per-view download involve DIG at all. Hopefully, a DIG site is one of the three that will offer the download, but, if not, presumably DIG will offer Disney films at some future date (assuming the technology works and the market for it exists).

It would be a real friggin' p*sser if after all of our thoughts and dreams on the DIG of the future bringing Disney movies online that Disney would yank the carpet out from underneath us and have every move in this area attributed solely to Disney stock. Currently, this test trial would prove that case.

Further, you made a comment some time ago about the very real possibility of Disney bringing DIG back into the DIS fold. Considering the devaluation of inet stocks this is not a ridiculous concept. It is something that's been plaguing me for a while now.

In fact, I've come up with a scenario and we ought to go back and reread the old reorganization information on this. Anyway, as I recall it, Disney has the right, at any time now to bring DIG back into the DIS fold by transforming DIG shares into DIS shares at some predetermined ratio, which I do not recall.

The one thing I do recall is that the ratio gets smaller and smaller as time wears on, i.e. DIG investors would get less and less DIS stock. Aside from having to pay less, they must also be weighing the impact that such a deal would have on the confidence of their regular DIS shareholders. Therefore, it is still not to their benefit to do this exchange right now, or even probably for the next six months.

However, I don't doubt for one minute that they are keeping a hawk's eye on inet stocks and will continue to weigh this option.

Funny, as I typed this, Nightline just began with the opening line "Brought to you by Go.com," and then launched right into the "here kitty, kitty" commercial. Oh, and earlier tonight I heard them do a commercial for Disneyauctions.com. Summonabeach!

Meme




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