Mitigating the price increases of ESPN is not something Comcast has to do by acquiring Disney now. It's now something that's just happening,
The public outcry following a large withhold vote in this age of corporate governance scrutiny may force the Disney board to act quickly after Wednesday's annual meeting.
Don't confuse a recovery with growth. The question for investors is not how does Disney fare for this quarter. The question is next year -- and the growth rate is not sustainable.