Success...but whats next?

Shaman

Well-Known Member
Original Poster
It seems that Roy Disney and Stanley Gold have been successful in their NO VOTE campaign....but now whats next? Who will replace Eisner?

43% is more than enough...does Eisner stand a chance now...I doubt it....

Comments on what lies ahead?
 

JBSLJames

New Member
A succesful take-over bid from Comcast or another company. The vote of no confidence for the board is assumed to mean that shareholders are not happy about the money they are making and may go for a bid that "pays".

Try this on for size: Disney/MicrosoftWorld. A Bill Gates Company.
 

TURKEY

New Member
Comcast is releasing a press release saying they want to meet with the "independant directors" on the board to discuss their generous takeover offer.
 

Shaman

Well-Known Member
Original Poster
Originally posted by JBSLJames
A succesful take-over bid from Comcast or another company. The vote of no confidence for the board is assumed to mean that shareholders are not happy about the money they are making and may go for a bid that "pays".

Try this on for size: Disney/MicrosoftWorld. A Bill Gates Company.

Replacing Eisner and Mitchell will probably send stock prices far and away from Comcast....

However, that doesn't mean that a merger (a friendly one) is out of the question when a replacement comes on board....thats why it is crucial to get the company on the right track...to make sure it remain independent...and successful....

43% is a huge number...especially since Eisner is not really running against anyone....

http://www.msnbc.msn.com/id/4437434/

Lets see what happens....
 

Dizknee_Phreek

Well-Known Member
i think we'll see a repeat of 20 years ago...Roy and Stanley took over the company in the early 80's when take-over bids ran rampant and the board was weak. it's happening all over again. so i think...well, i HOPE Roy and Stanley will pull through for us once more!
 

Shaman

Well-Known Member
Original Poster
With Eisner out....Pixar would surely enter talks again....haven't decided if thats a good or bad thing yet....this whole thing today is one fine mess, but a step in the right direction.

:hammer:
 

JBSLJames

New Member
Originally posted by tigsmom
I think enough people have spoken out against that & they will fight it all the way.

Enough people on the boards, yes, but when it comes to money as in what shareholders expect, they will entertain an offer that puts them in a better financial position TODAY.
 

HauntedPirate

Park nostalgist
Premium Member
If Comcast does approach the board, I really hope it's for *merger* talks. I don't think they could take over Disney without a lot of help, now. Or maybe they'll simply walk away after seeing how rabid Disney's shareholders and/or fans are about the company. :D
 

Shaman

Well-Known Member
Original Poster
Originally posted by HauntedPirate
If Comcast does approach the board, I really hope it's for *merger* talks. I don't think they could take over Disney without a lot of help, now. Or maybe they'll simply walk away after seeing how rabid Disney's shareholders and/or fans are about the company. :D

I don't think that a merger is a good idea....it would further dilute the Disney name....and most importantly make two huge corporations into one mega corporation which will probably follow the path AOL/Time Warner did...the bigger they are the harder they fall...

Comcast said they would not sweeten the offer...so it stands to reason that nothing will happen as of now...thats if the stock doesn't lose more value....to the point of when the original offer was made.

Today Disney fell 11 cents to 26.65...
 

GoofyFan1

Active Member
Originally posted by objr
I don't think that a merger is a good idea....it would further dilute the Disney name....and most importantly make two huge corporations into one mega corporation which will probably follow the path AOL/Time Warner did...the bigger they are the harder they fall...

Comcast said they would not sweeten the offer...so it stands to reason that nothing will happen as of now...thats if the stock doesn't lose more value....to the point of when the original offer was made.

Today Disney fell 11 cents to 26.65...

Several news agencies are already announcing that Comcast has requested merger talks.

The only way to fight this, in my opinion, is to let board members know what shareholders really want. Reading all of the threads on this site, it is obvious that money is not necessarily the bottom line. Quality is!

The only way to get Comcast to back off again is to put Disney's stock out of their reach, again.

I have been sitting back and observing everything that has happened in the past months. Just recently in my school, there was a big push to remove the superintendent. The people who wanted the change got their wish. Now those same people are unsure of what the "new" guy is going to do. Sometimes it is truly better to know your opponent, than venture into the unknown.

While wanting Eisner out may be the goal, could today's vote cause more trouble than the board can handle? Can Roy win back his decision, or will we all be going to Comcast's Disney World?

:veryconfu
 

DMC-12

It's HarmonioUS, NOT HarmoniYOU.
Sheesh... why are you people so down on Comcast.... "Hostile takeover" "blah blah blah end of the world blah blah blah" "oh the humanity" Where are you getting this from? :confused: :brick:


Anyway since Roy screamed and kicked and threw a tantrum and got his way..... Now what is the almighty Messiah and your savior going to do.... hmmm?

Oh and sorry about the sarcasm... :lol: I am just curious as to what loud mouths plans are?

Oh... and a Radio Reporter from CBS Marketwatch just referred to Stan and Roy as "two disgruntled former board members" I thought it was a funny zing! :lol: :lookaroun

Say it aint true... because Basically... when it comes down to it, they are.
 

cloudboy

Well-Known Member
The only way to fight this, in my opinion, is to let board members know what shareholders really want. Reading all of the threads on this site, it is obvious that money is not necessarily the bottom line. Quality is!

Not the stock holders. The Guests - the Customers! Disney makes money when customers are happy and buy stuff. I think that the guest are the ones who really have to bring up that quality is what is going to drive revenues up.
 

JasonCajun

New Member
Quite frankly, ComCast's customer service sucks, as well as their pricing, and the fact that they often compete against noone in the markets they are in.

While Eisner should go, I want to see Disney remain independent, and ComCast is the last thing Disney needs.
 

DMC-12

It's HarmonioUS, NOT HarmoniYOU.
Originally posted by JasonCajun
Quite frankly, ComCast's customer service sucks, as well as their pricing, and the fact that they often compete against noone in the markets they are in.


Ok... so are you saying... that a Comcast/Disney Merger would lower disney customer service then? :confused: Help me out here... I dont understand how that will effect disney and there operations? :veryconfu

Oh and pricing... well heck... disney is already expensive.. we all know that...
 

General Grizz

New Member
Let's see Roy and Stan repeat history, to bring in a strong CEO and keep Disney independent. I have no doubt this is exactly what Roy and Stan are hoping for as well.

Then, with new leadership, the great 1989-1995 years of the Walt Disney Company may be recreated . . . with further progress.

- A disgruntled old bear
 

Shaman

Well-Known Member
Original Poster
Originally posted by GoofyFan1
Several news agencies are already announcing that Comcast has requested merger talks.

While they may be requesting merger talks...I highly doubt that at this stage in the game, the board will be considering starting up talks...for one stockholders have said that the COMCAST bid is not enough...and two the board has seen the overwhelming role the stockholders have played to remove Eisner...they won't be making any sudden changes that are not favorably viewed by most stockholders...

It would be nice if Eisner would gracefully step down and not draw out this whole process.

Let the possible CEO replacement talks truly begin....
 

JasonCajun

New Member
Yes, I am saying that ComCast's takeover of Disney would further lower Disney's customer service. The attitude toward customer service starts at the top and if ComCast is at the top, then we can probably expect Disney's CS to eventually be reflective of ComCast's CS.

Not to mention the fact that ComCast is used to operating in markets with no competion, whereas the realm that Disney operates in is highly competitive.

Need I also say that mega-mergers usually go south, and that quality and uniqueness are often some of the first things to go.
 

DMC-12

It's HarmonioUS, NOT HarmoniYOU.
Originally posted by JasonCajun
Yes, I am saying that ComCast's takeover of Disney would further lower Disney's customer service. The attitude toward customer service starts at the top and if ComCast is at the top, then we can probably expect Disney's CS to eventually be reflective of ComCast's CS.

Not to mention the fact that ComCast is used to operating in markets with no competion, whereas the realm that Disney operates in is highly competitive.

Need I also say that mega-mergers usually go south, and that quality and uniqueness are often some of the first things to go.


Hmmmm Ok... well Could they just part out Disney.. I mean NOT the parks etc.. But ABC, ESPN... sell those to Comcast... those are mostly dead weight anyway. That would be a better deal for comcast I would think anyway. :confused: No?
 

Shaman

Well-Known Member
Original Poster
Originally posted by DMC-12
Hmmmm Ok... well Could they just part out Disney.. I mean NOT the parks etc.. But ABC, ESPN... sell those to Comcast... those are mostly dead weight anyway. That would be a better deal for comcast I would think anyway. :confused: No?

Sounds good to me...:D
 

Calamar

New Member
Originally posted by DMC-12
But ABC, ESPN... sell those to Comcast... those are mostly dead weight anyway. That would be a better deal for comcast I would think anyway.

Hm, perhaps you could devise a plan with the crafty Queen of the Corporate Jungle, Evelyn. Your suggestion seems to coincide with her own vision for the future of Disney and Comcast, and she owns stock in both companies, apparently. She claims that Disney ought to sell ESPN to Comcast; it's all they want, anyway.

Heh, I can't stop listening to Evelyn's fine moments in the webcast. She's positively hilarious. Don't you dare double-cross her!
 

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