Spirited News & Observations II -- NGE/Baxter

Cody5242

Cody5242

Well-Known Member
I can't really tell from the concept art but the Gringotts building looks nothing like the movies. It looks like just a big tower. I'm probably wrong though. Everything else looks fantastic though
 
M

MattM

Well-Known Member
the.dreamfinder said:
The boy wizard will effect the stock price going forward though.
Click to expand...

I seriously doubt it. People here tend to look at Disney solely as Walt Disney World. There is so much more to the company. Potterland is a fly in Disney's ear in the grand scheme of things. And the annoucement doesn't seem to be moving CMCSA much this morning either for the same reasons, parks are just one part of the company.
 
Lee

Lee

Adventurer
Corporate profits aside, since this is a theme park board and all...

The most interesting part is the effect it will have on visitors to central FL.
As Rasulo said yesterday, they are looking to MM+ to keep people on property. Now, with the first reveal of Potter 2.0, the tug of war between the two resorts is taking shape.
Disney wants the whole trip and all the $.
Uni (the resort, not the architectural firm...) wants a few of the days and some of the $.

Gonna be fun to watch.
 
the.dreamfinder

the.dreamfinder

Well-Known Member
MattM said:
I seriously doubt it. People here tend to look at Disney solely as Walt Disney World. There is so much more to the company. Potterland is a fly in Disney's ear in the grand scheme of things. And the annoucement doesn't seem to be moving CMCSA much this morning either for the same reasons, parks are just one part of the company.
Click to expand...
I get that the parks aren't a big thing for Comcast, they bought NBCUni for prestige and influence. However, P&R for Disney is their second largest business unit. I can't see DIS not taking a hit when the street learns they are losing more guest days and spending to the competition.
 
baymenxpac

baymenxpac

Well-Known Member
Lee said:
Corporate profits aside, since this is a theme park board and all...

The most interesting part is the effect it will have on visitors to central FL.
As Rasulo said yesterday, they are looking to MM+ to keep people on property. Now, with the first reveal of Potter 2.0, the tug of war between the two resorts is taking shape.
Disney wants the whole trip and all the $.
Uni (the resort, not the architectural firm...) wants a few of the days and some of the $.

Gonna be fun to watch.
Click to expand...

very well put, lee.

as far as my family goes, UNI wins. in all my trips to WDW (at least twice a year, every year since
93), i spent a half day off property to visit universal. that was 1994.

since WWOHP opened, i've spent two days at IOA. this will finally get me back into USO for the first time in 20 years.
 
M

MattM

Well-Known Member
the.dreamfinder said:
I get that the parks aren't a big thing for Comcast, they bought NBCUni for prestige and influence. However, P&R for Disney is their second largest business unit. I can't see DIS not taking a hit when the street learns they are losing more guest days and spending to the competition.
Click to expand...


But the street only looks at increases in terms of domestic and international. Disney world is one resort. Street doesn't care about Disney world vs uni Orlando. And so far, there. Is no evidence that they are losing dollars or attendance
 
M

MattM

Well-Known Member
Lee said:
Corporate profits aside, since this is a theme park board and all...

The most interesting part is the effect it will have on visitors to central FL.
As Rasulo said yesterday, they are looking to MM+ to keep people on property. Now, with the first reveal of Potter 2.0, the tug of war between the two resorts is taking shape.
Disney wants the whole trip and all the $.
Uni (the resort, not the architectural firm...) wants a few of the days and some of the $.

Gonna be fun to watch.
Click to expand...
Well you can't really put Corporate profits aside since they are very much related. But I agree it will be fun to watch I hope they both do well so that central Florida does well
 
asianway

asianway

Well-Known Member
the.dreamfinder said:
I get that the parks aren't a big thing for Comcast, they bought NBCUni for prestige and influence. However, P&R for Disney is their second largest business unit. I can't see DIS not taking a hit when the street learns they are losing more guest days and spending to the competition.
Click to expand...
Mincing words here - but internal lingo: TWDC is made up of 5 divisions, of which P&R is one. P&R is further split into a number of business units, like WDW, DLR, DCL, DVC, WDI, etc.
 
Lee

Lee

Adventurer
MattM said:
Well you can't really put Corporate profits aside since they are very much related.
Click to expand...
Oh, I surely can.
What "The Street" thinks or wants and who's stock inches up more is of little interest to me in this situation.

I'm all about who's delivering the best product, who's gaining/losing attendance/money and the battle between bigger and better rides and the virtual ball and chain.
 
flynnibus

flynnibus

Premium Member
Lee said:
Oh, I surely can.
What "The Street" thinks or wants and who's stock inches up more is of little interest to me in this situation.

I'm all about who's delivering the best product, who's gaining/losing attendance/money and the battle between bigger and better rides and the virtual ball and chain.
Click to expand...

But you can't do the latter... if the former is in the crapper. Reality is.. managing the public valuation of the company very much impacts medium term investment and operations.
 
misterID

misterID

Well-Known Member
Lee said:
Corporate profits aside, since this is a theme park board and all...

The most interesting part is the effect it will have on visitors to central FL.
As Rasulo said yesterday, they are looking to MM+ to keep people on property. Now, with the first reveal of Potter 2.0, the tug of war between the two resorts is taking shape.
Disney wants the whole trip and all the $.
Uni (the resort, not the architectural firm...) wants a few of the days and some of the $.

Gonna be fun to watch.
Click to expand...

For now... Soon UNI will want the entire vacation.

And if anyone thinks the Parks really don't matter in regards to coporate profits, they're wrong. Had it not been for Marvel and ESPN, WDC would have depended on the Parks for any good fiscal news recently.
 

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