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.
More Quotes from Rich Greenfield:
News Corp.'s Internet buying spree certainly is aggressive, but the media giant seems to be pursuing the right online properties, points out Rich Greenfield, analyst with Fulcrum Global Partners LLC. 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.Rich Greenfield
The good news was that growth exceeded expectations and guidance was solid for 2006, ... And with the poison pill extended, they have extinguished the investor concern about the Liberty stake, putting this issue firmly in the past.
Rich Greenfield
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.
Rich Greenfield
We continue to believe content is becoming more and more valuable as distribution outlets proliferate. Disney more than any other media company needs high-profile content (characters) to leverage throughout its theme parks, networks, consumer products and Internet businesses.
Rich Greenfield
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.
Rich Greenfield
This legal peer-to-peer music trading is going to be something you'll see a lot more of.
Rich Greenfield
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