Tom Wolzien Quotations

Disney will need to have access to the home, through the Web, by buying Yahoo! or investing further in online operations,

Any information on advance bookings, with the economy and the overall uncertainty, is important.

The Web throws all the historical ways of thinking about this stuff out the window. If I were going to start something today, that's what I'd do.

They've done a good job of managing the release schedule. What the company has done is balance it out very nicely so you don't have a huge hit to earnings from the fall off in revenue following a blockbuster. The year after Fox had Titanic, it had nothing. We'll see how long AOL can keep this going. Nobody's ever done it forever.

There's a sense they've done OK with several shows, and stopped the hemorrhaging.

It may give them an exit strategy, but if you want to hang around it'll be a tough go.

It's pretty clear they can't sustain where they've been. But the underpinnings for strong video and DVD sales are there and they've had a phenomenal run. The question is are they able to transition from these to other titles or will they have a few years where they revert to the mean.

I'll wait and see. I wouldn't hold my breath. You'd need massive changes in regulations to do that.