Exactly. We would be crazy to believe that plans aren't being drawn up and bean counters aren't calculating. I actually believe that this will happen and happen quickly. It's just a matter of how much and to whom. The real barrier (IMHO) is if Disney want's to finance a competitor upgrading their park when they have already taken a hit in publicity and attendance due to TWWOHP. A re-theme would arm Universal with an additional competitive weapon. To me, that's the really big question. I think a sci-fi island would do really well for IOA.
So does buying out the contract make more sense than waiting until it expires naturally (whenever that is)? Or maybe the contract on the use of the characters is open ended? Then there would be a bigger incentive to buy out UO rights.
It will be fun to see how this goes.
But since the contract is binding to both sides, it'll be interesting to see how much they will be willing to work together.
Let's say Uni has post-Marvel plans ready to go first, and want to drop the contract. Unless Marvel originally gave them that right in the terms of the contract, Disney might tell them no-go...because they'll want that revenue stream (whatever it may be) to keep streaming until THEY have plans ready to go.
If Disney develops Marvel-themed attractions first, Uni may decide to play hardball for a larger lump-sum, or just hold out until they have plans in place as to how to proceed.
It would probably be in each companies' best interest to work together, make the transition as quick and painless as possible, so they can each go about developing their new plans and/or properties with a minimum amount of fuss.
But sooner or later, one company will probably want to put the screws to the other, make 'em sweat, make 'em pay...
If that happens, and neither company wants to be the one to take a hit, then the contract will just ride out to its original end date.
In a way it would probably make sense for Disney to offer a buyout now, but with a "countdown" phase, so Marvel Island doesn't immediately go away, but everyone knows how much time they have to plan...
And then Disney can put something Marvel-based in the Narnia chunk of DHS.