Most of the new announcements seem like a desperate response to the New Epic Universe Park. Except it is to little, and to late. Iger said that they have known about Epic was coming for around 10 years, and they are just now announcing new stuff. They should have announced this stuff 5 years ago, and had some of this stuff up and running starting this year and into next year.
They were clearly waiting and watching to see what kind of a threat Universal's new park might pose before committing to anything.
I'm fairly convinced that's why the last few D23s have been so lame with blue sky crap (prior to this one, of course). They didn't want to commit to more than they had to before they knew.
Regardless of what fans want to argue one way or the other, I think at this point, Disney has made their calculations on what they expect the impact to be on them and someone is not happy with the outlook.
What's happened here is clearly a case of "Pay attention to what they do and not what they say" as Bob's statement made it sound like Disney wasn't worried at all but these announcements out of D23, complete with conflicting concept art, clearly show that Disney is now
seriously worried about the impact Universal may have on their Florida operations in years to come.
This is all Potter-Swatterā¢ activity all over again.
For those who don't remember, that's how we ended up with NFL only this time, they appear to be taking the potential threat a
whole lot more seriously.
My guess is someone
finally realized their entire profit center in resorts and DVC is anchored by the parks and that the whole house of cards with that could be in jeopardy if they were to loose
complete dominance over their traveling guests' central Florida vacations.*
Not much sense paying Disney's grossly inflated rates for what in modern times are often lower standard rooms if you're not planning on staying mostly in the "bubble" they started poking their own holes in to save a buck back with the end of Magic Express.
*Maybe this year's downward attendance (affecting more than just Disney, of course) make the dangers of something like that more obvious on a spreadsheet or two.