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Altaire4_2dot0

02/25/06 2:44 PM

#52195 RE: PaperProfit1 #52187

Disney & Jobs

I'm very happy with my investment in Disney which I purchased after the DIS/PIXR deal was announced and will buy more at the right price.

-Alt
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ljk

02/25/06 4:02 PM

#52201 RE: PaperProfit1 #52187

Well, I sold Pixar yesterday, but I'd consider buying back. DIS was supposedly moving on Steve's presence on the BOD alone. Now it might be moving on the rumor of an Apple buyout of Disney. I think Apple has a few things to sort out before they start doing something like that.
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louismg

02/25/06 5:09 PM

#52207 RE: PaperProfit1 #52187

Apple and Disney?

Aren't you a little worried that this isn't what Apple is supposed to be doing? I don't care about Mickey Mouse and Disneyland. I think Apple should be focused on delivering the very best of technology. They are a technology company that happens to also intertwine with movies and music on occasion. They're not media moguls. Pixar is at the end of the day a very successful, but isolated, movie studio.

The best asset for Disney right now is ESPN, and maybe ABC close behind. What would Apple do with ESPN or ABC? Is that the direction to move the company? A Disney acquisition - which looks impossible on paper - would be about a lot more than moving iPods and iTunes...

I'm highly skeptical.
- louismg