There is a big part of the prime demographic that key 18- to 49-year-old market that is hungry to sample this model. Not everyone can do appointment viewing when ABC decides to put a hit program on. So the convenience factor is becoming a driving force in the filmed entertainment business right now. This is going to get Disney a great sample of what people want, and if they're willing to pay for it.
More Quotes from Jeffrey Logsdon:
There are just under 4 million shares short right now, so there's some pain out there for somebody.Jeffrey Logsdon
Because ratings were down in a high-single digit level, concerns are about the up-front advertising market, which may be soft, perhaps more for ABC than others. I think analysts have gotten nervous.
Jeffrey Logsdon
The biggest criticism against Disney is that it hasn't used strategic acquisitions to leverage franchises,
Jeffrey Logsdon
He's been such a lightning rod for criticism, oftentimes for things that were clearly not in his purview to make better. If theme park attendance goes down because of 911, is that Michael's fault
Jeffrey Logsdon
MTV's constituency is probably more accustomed to outlandish behavior than the prime demographic for a Super Bowl audience, ... Wall Street would look at that (the controversy and any fine) more as a one-time event, not as a change in underlying earnings power.
Jeffrey Logsdon
Management makes a very impressive presentation of taking this company and building what is arguably the last pure-play franchise in the filmed entertainment business. Certainly the chairman of the firm has a history of turning companies around, and there's no reason to think he won't do that here too.
Jeffrey Logsdon
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