I gotta say, you hit the nail on the head with the last few points. Especially on the Avengers. The sucess of that movie no doubt covers a lot of the problems facing the company. And I too thought it was ironic that the opening date of Fantasyland was released today, in fear of what the quarter results might do to the stocks tomorrow. Very clever business move, and an underhanded notion that TDO knows something is up and they are losing steam.
Though I don't understand what you mean when you say Iger is going to make a lot of people cry and concede to Uni. If you could clarify what you meant that would be great because I feel that greater competition can only lead to a better product for the consumer of wdw. Unless of course he is complacent with 2nd best, but if that is the case I think his days are numbered with the company.