12 thoughts on “iDisney: Jobs With Mouse Ears”

  1. One very interesting thing to consider is the long rumored iPhone.

    Recall that Disney has TWO MVNO’s with Sprint, MobileESPN (already in soft launch and set for a SuperBowl launch bang) and Disney Mobile (to launch later this year?)

    From Steve’s new position, if and when Apple wants to do an iPhone they now have a clear opportunity without any Carrier meddling.

    Hmmm, just something to think about.

    I mean, do I want to be locked-into VZW or Sextel for $3 song downloads, or how about a killer mac-daddy ESPN superphone with $0.99 iTunes?

  2. What’s that word you use Om……is this Disney becoming citric thoughout (apple-ising, ipodding, pixar-ising, et al!) as in the way yahoo has decided to become Flickr-ed.

    $50m => $3.7Bn => Dream Fantasy

    nobody/has-been in ’91, Tech/media-God/turk/whizz with 3 decades experience in 2006


    On a financial note, this is such a high-wire act.

    The Valuation of Pixar, by Disney is based on past experience. However, Disney already had all the rights (including 100-year Traemark/Brand rights) to all the Pixar properties.

    That means that Disney will require a 100% successful run-rate for all new releases, while Pixar’s philosophy means on average 1 release every 1 to 2 years – i guess those preview showings and re-edits will have to matter more!

    Disney is making this [the numbers] work by possibly letting Pixars people take charge of Disney’s existing animation division (+ go.com) , and fundementally a very expensive non-executive directorship/consulting job for the wonder that is Steve Jobs.

    It will work, inevitably, but did they really have to pay/dilute so much?

    Yours kindly,

    Shakir Razak

  3. Considering the history with Disney and Pixar, and then birth of Dreamworks, and where everyone is at present, getting into Disney looks like a vindication. Finishing off old business. But it does spell Apple’s foray into content and media. It owns the ears, is trying to own the eyes.

  4. I think he’s leaving his other 10.6% as non-voting, so it will need other shareholders to see it through. In other words, he’s not totally dictating the sale.

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